The Reconciliation Review page displays all active and completed reconciliations.
Search
Quickly find any event or invoice by using the Search input in the first panel. To find an event enter an event name, event ID, property name, and/or invoice number.
Filter Reconciliations
Filter the Reconciliations table by clicking on one of the following room reservations statuses:
Reconciliations
Invoice # (Number)
The invoice # is a unique ID used to identify the reconciliation and invoice.
Status
Event ID
A unique ID that is given to each event.
Property Name
The name of the property involved in a reconciliation.
Projected Commission
Estimated projected commission to be earned from a property.
Projected Rebate
Estimated projected rebate amount to be earned from a property.
Property Contact
Primary contact at the property, can be updated from the property contacts page.
Actions
Select the appropriate action from the drop-down list: Resend Access Email, View Reconciliation, View Invoice or Send Invoice.
Complete
Once the invoice has been sent to the hotel the "Complete" status box will be checked. Uncheck to re-open /edit the reconciliation. Checking this box will stop reminder emails being sent to the hotel.
The invoice # is a unique ID used to identify the reconciliation and invoice.
Status
- Reconciliation Sent - Email notification has been sent to the hotel that the reconciliation is ready to review
- Property is Reviewing - Property is reviewing reconciliation
- Awaiting Approval - Reconciliation submitted by property and is waiting for approval by event admin
- Awaiting Invoice - Reconciliation approved by property and event admin. Event admin can now send invoice
- Process Complete - Reconciliation approved and invoice sent
Event ID
A unique ID that is given to each event.
Property Name
The name of the property involved in a reconciliation.
Projected Commission
Estimated projected commission to be earned from a property.
Projected Rebate
Estimated projected rebate amount to be earned from a property.
Property Contact
Primary contact at the property, can be updated from the property contacts page.
Actions
Select the appropriate action from the drop-down list: Resend Access Email, View Reconciliation, View Invoice or Send Invoice.
- Resend Access Email - Allows event admins to send another access link to a different email address at the property. Only enabled when reconciliation status is "Reconciliation Sent" or "Property is Reviewing"
- Modify Reconciliation - Event admins are able to edit reconciliation. Will display when status is "Awaiting Approval"
- View Reconciliation - Enables event admins to view reconciliation when a property is editing or any time after it's been accepted by both parties. Displays when reconciliation status is one of the following: "Awaiting Invoice" or "Process Complete"
- View Invoice - Opens a PDF of the invoice for a property. Shows when an invoice has been generated. Active when reconciliation status is one of the following: "Awaiting Invoice" or "Process Complete"
- Send Invoice - Allows event admins to send an invoice to a different email address at the property. Shows when an invoice has been generated. Active when reconciliation status is one of the following: "Awaiting Invoice" or "Process Complete"
Complete
Once the invoice has been sent to the hotel the "Complete" status box will be checked. Uncheck to re-open /edit the reconciliation. Checking this box will stop reminder emails being sent to the hotel.