This does work and I appreciate the reply. Unfortunate it's about a 5 click trip rather than just using the search box to turn up the transaction... but this is better than what I was doing... Is there some technical reason we can't use the search box for net deposits?
If you are using Stripe, Lynnbrook, and/or Airbnb, you can look up deposits by amount on the Deposits list. Use the filter to find the Deposit with the net amount matching your bank statement.
the text fields provided in our bank transaction don't seem to easily tie to anything on the booking... so it would be very nice to be able to use the search box to find a deposit amount tied to a particular booking. then I can tie the deposit to a particular property and booking without running reports
Russ, I've used the photo method and it works great on ABB, VRBO and my site. The aspect ratio has been fine. You can always move it higher in the photo list if that's an issue.
That will work for me! I didn't realize overriding the OR Website was an option. OwnerRez seems to strip out a lot of HTML when I tried doing collapsible sections with floor plans, also when I tried html modal popups with floor plans but uploading the images gets it done for now.
Not sure if this option is available yet, but in my condo, the pool code changes monthly. It would be nice to have a way for OR update a custom field depending on the month.
Thanks for that info. The problem is for multiple homes on a hosted site, this would mean multiple floor plans in the same PDF, or 4 different menus just for floor plans. The floor plans would also be hidden in a menu, but some guests would probably not know where it is since it isn't listed on each property page. For those reasons, having the floor plan tied to each property is preferable. A simple link to the file uploaded above would be nice for each property.
You have the ability to upload your floor plans as PDFs within your Account > Files page. This would allow you to grab the public URL for said file, and drop it into a menu on your Hosted Website. After you've uploaded the file and grabbed the public URL, you'll go to Settings > Hosted Website > (select website name) > click +Create Menu in the Menu & Pages tab. The next screen will allow you to enter your Menu Display Text as you'd like it to appear in your website header, and just below that you'll see the Destination URL. That is where you'll drop the public URL from your Files.
I didn’t realize that the taxes were included. Actually, my preference would be to remove them from the standard report, with the option being to add them.
Hmm... what if you click-and-hold on the location where a mouse-over would trigger the hover?
Hi, I'd rather not click or hover, that's the extra step I'd like to avoid, it's so when you glance at the calendar you'll know exactly where each guest booked from without having to click or hover on each one, it would make my life easier, since I don't plan on API with VRBO any time soon, plus It's for those that handle things differently with each booking platform.
This way if you print screen your calendar it will also show there.
At present there is not. However, we are currently considering a major redesign of this entire process, which would address your concern in a variety of ways. No ETA on that though.
Thanks for the information. It seems like too much information for them to enter during the booking process, and I feel they will move on and not complete the booking. Is there a way to request the information later, to pre-fill a form like the one I have attached, or to add these fields to be filled/captured as part of the legal agreement signing process, separate from the booking process?
I have guests fill out all that info on my legal agreement. Add custom fields then go to legal agreement and insert them. Preview it to make sure it's right. Easy enough. Just set up the custom fields right. Make them "required" and a "booking" type for it to show on legal agreement.
With the current legal agreement format, is there a way to allow guests to enter additional information, such as additional guests names and phone numbers, vehicle information etc. and submit it back electronically, or is the only information returned the electronic signature?
Any updates on this? We have a couple different Resorts where this could be useful, and also several condos in the same complex. Pool closure, announcements about activities, icy conditions, thunderstorm or tornado warnings, etc.
Agree, I am constantly searching for a bank deposit amount to tie back to a transaction, but the deposit amount does not seem to be searchable... even though "payments" shows as searchable, results don't populate.
Wheelhouse is officially integrating with OwnerRez! If you'd like to be on the list of early adopters and be notified by Wheelhouse when this becomes available to you, fill out the Google Form below:
Could you allow or implement a toggle to search for dollar amounts in transactions from the search field? This may just be a "me" problem but it would help so much with some of my reconciliation bookkeeping. Or I could use a suggestion on how to better be able to find charges from Lynnbrooke/Cardpointe corresponding to chargebacks and things of that nature. Thanks.
I just did this using IFTTT. It was super easy; I have an Ecobee thermostadt.
I set up a template and a trigger in OR that sends an email to IFTTT, based on certain conditions (summer season and no one stayed in the place the night before).
This email triggers IFTTT to turn the Ecobee thermostadt to a certain temperature and Hold until the next scheduled transition.
This way, I can set the AC to kick on a few hours prior to a guest's arrival, so they don't arrive to a hot place.
I had never heard of IFTTT before. Can you explain more about how you send an email to IFTTT? I would love to do this at multiple properties with the thermostat!
Also, I would like to put in my vote for OR to work with ecobee and nest!
I would appreciate the ability to filter out pass through occupancy taxes on the Bookings Report. Currently the Bookings Report includes all of the pass through taxes that we have to collect and submit. I love the line chart for a quick visual of my revenue, but it is not accurate because it includes any pass through occupancy taxes I collect. I would love to be able to filter out the pass through taxes so the Bookings Report will show my true revenue.
