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Yes, you can run the booking detail report and it'll show you the payment status for each one. You can also filter the booking List or Ribbon view by payment status.
Related to this, a high concern is ensuring that the listing sites who won't work through Lynbrook properly pay for each booking at the correct time. Same goes for managing security deposits.
I'm not really familiar with the reports yet, is there a report I could run on a periodic basis to make sure that past or current bookings were properly paid to date?
Pennsylvania (Poconos) supposedly requires the listing sites to remit the taxes now, but there is a sales tax and hotel tax. I'm not really sure what I'm going to face from each of these for listing sites once taxes are actually supposed to be paid.
Is this for you or for owners? For you, the booking summary report gets close -- you can run one for Owner Amount on the summary field, but it doesn't subtract expenses because the expense charge date may be different than the recorded date.
There is also a new Owner Dashboard option you can grant access to in the Portal area for owners -- that shows revenue and occupancy by month.
Perhaps that owner dashboard should also have a line to show the owner statement booking/expense/total amount? That's really the only source of truth for what an owner actually will see -- but it's only good in arrears because future bookings/expenses won't be on statements yet.
You can do that from the booking side or from the reports (the booking detail or email list report). In all of those places, you would filter/query the list you want and then export to Excel. They all have guest contact information in them. Now that might give you duplicates but you're essentially exporting bookings, but that's the only way to do it if you need to filter/group by property.
Would love to see an operating report for the month and YTD showing an owner revenues minus expenses in a summary format.
Is there a way to export a contact list by property?
OK - I was also commenting on whether the guests should have my signature before they even signed and/or fulfilled the other requirements such as timely payments.
For direct bookings, the guest will sign the agreement during the reservation process. If you want to turn that off you can, and then not give them the rental agreement to sign until they have completed everything else. Same thing for channel bookings, give them the signing link as the last step once you've got everything else completed from them.
Hmm. For my long term rentals, I don't present them with a signed agreement until they are paid, all requirements met, and they signed. Technically now, they have my signature even if they are deficient in some way.
Or am I missing something here? I want their signature as part of the process with payments made, all required guest signatures collected, govt ID presented, etc. I don't want them to have my signature first...?
Yep, it is a tradeoff between price and convenience for sure. There's a lot of time savings with being able to log in from anywhere and share with multiple users, so you've got to factor that into the equation. And a lot of people use QBO just because its the de facto standard -- nobody every got fired for buying IBM and all that. I'd bet they have a bulk discount for several companies at once, maybe something through their Accountant program.
There are others like https://www.waveapps.com/ and https://www.xero.com/us/ that some folks use, with different features compared to QBO. I've used both of those for smaller companies and they worked great.
The best way is to brand the RA with your signature. You already agree to it obviously, so then you just need the guest signature.
Another alternative is to use the Request e-Signature link yourself to sign a copy of the agreement (and make sure not to update the guest contact info). Then you'll have two separate signed copies, one for your signature and one for the guest's signature.
Don't use it currently, but are there any quality cheap QB alternatives?
My rental agreement states the RA isn't binding until both guest and owner sign and guest makes initial payment. How can I as owner sign the document?
Would like to have a method as the owner to electronically sign, so that it looks similar to the info captured for the guest (time/date stamp + IP address)
I'm curious how anyone would choose to use QB online. When I've looked at pricing it's $30/month for a year, then $60/month afterwards, and those prices are per entity.
I use quickbooks desktop for 3 entities, so my eventual cost would be $180/month which is vastly more than the cost of QB desktop (maybe $125/year with updgrading every other year)
I think homeaway did an A/B test on this
fwiw - I'm of the opinion that showing the multiple lines for taxes is a benefit. Few guests would ever know the tax rates, and seeing a large number like 12.7% probably leads some people to think the number is inflated. Whereas seeing each line item lends credibility because it's very specific, and checkable if anyone wants to do that.
Not arguing, this is in the grey zone for figuring out how guests think, just my $.02 contribution ;-)
For sure. Thanks for the nudge, Adam.
I would like to revive this and say that this feature is still needed. Simplifying the entire experience for guests is always best.
No current plans for direct integration with QuickBooks desktop. We do have some users doing that by using the booking, payment, line item/lineitem pivot detail reports, exporting them to Excel, and then importing to QuickBooks desktop.
Is there a plan to integrate with desktop? The article I read said online only.
No firm ETA on that yet. Thanks for checking back, but it was delayed because of some other ongoing dev work. SMS as well.
Hi Fenwick,
You an have it sent any number of DAYS before arrival (or after created or departure) but triggers are sent once per day. We are working on adding hour of the day and time zone support so that you can fine-tune when they are sent. The current trigger time goes out about 3 am EST every morning. It does not try again until 3am the next day.
When will the housekeeping module be available? Housekeeping reports are important! SMS notifications would work great.
Did you study the triggers section?
Can you have it sent at a certain time or just 1 day before. Some guests only stay for 1 day so I don't want them receiving both emails at the same time.
I send my check out reminder email 1 day before departure. Trigger by time "1 day before booking departed".
Could be, but still good to have direct bookings/hosted website in view.
You concatenate two fields in the title of the bedroom, perhaps that is a way to include floor?
I would love to be able to send an email just after checkin time and I would like to send an email early morning as a reminder of check out instructions. Is this a possibility as I know you were working on it before.
Thanks
That's a good idea... however, putting it into the name like you're doing will transfer over to OTA's while a custom field we add wouldn't.
Whether or not OTAs use it, for Rooms and Accommodations page - would be nice to have a Floor field/drop-down for Bedrooms and Bathrooms. This is a significant issue to disabled and older folks and it seems like a major aspect of a BR/BA...
I find myself typing it into the heading for each...