Hello Softinn PMS user, you would very likely need a Transaction Report easier for your in doing verification and reconciliation.
Check out the video & guidelines below to find out where to view your transaction report in Softinn PMS:
Steps to View Transaction Report in PMS:
Follow the guidelines below:
Step 1 : Login to Softinn PMS: https://booking.mysoftinn.com/pms
Step 2 : Select the right property
Step 3 : Click on “REPORT”
Step 4 : Choose the “Transaction”
Step 5 : Click on the date range column to choose the transaction date range. For example, transaction between 8 Aug to 15 Aug.
Step 6 : At the bottom right of the page, choose how many results you want the report to show per page.
Step 7 : Once done, click on the ‘Refresh’ icon.
Step 8 : Filter the report based on the payment method, payment account and booking status. Choose which payment method, payment account and booking status you want to view. Then, click ‘Apply’.
For example, you choose payment method from cash, payment account from cash on hand and status is completed. Once done, you will see the number of booking transactions that were made by cash and were completed.
Step 9 : Download the transaction report as an Excel file for your bookkeeping record purposes.
*NOTE: You can click ‘Verified’ after you have cross-checked the bookings.
Hope this guide will help you to get your transaction report!