Latest Activity...
Kelly how are you doing with it now and who did you end up choosing?
—Shelley @TheVictorianInnBB
Request: With the new Portal/Staff User Tasks rollout (First Look: Bring your team into Tasks), please add a team member filter to the Task Updated and Task Resolved notifications so they can fire only for team member activity — not for actions I take myself. Ideally each notification type could be toggled independently.
Current behavior (per OwnerRez support): if you enable either notification, you get pinged for everyone's actions, including your own.
Why this matters:
I don't need a notification every time I add a note to a task or mark something complete — I just did it. The notifications that actually matter are the ones telling me a team member, cleaner, or maintenance worker completed a task or left a note I need to see.
Getting pinged for my own activity buries the team-member updates in noise, and the more I use Tasks to delegate work, the worse it will get. A team member filter (e.g., "All users" / "Team members only" / "Exclude me") would make these notifications actually usable as a team workflow tool — which is what the First Look announcement positions Tasks to be.
Hi Viktor,
Thanks for sharing this, and for linking to the NTAK requirements, that’s really helpful context.
We completely understand how important this type of reporting is. When it’s tied to government compliance, it’s not optional, and having it automated makes a big difference in day-to-day operations.
That said, I do want to be transparent. At the moment, we don’t have a large user base in Hungary, so building and maintaining a direct NTAK integration would be a fairly significant development effort for a relatively small number of accounts. Because of that, it’s not something that would normally be prioritized on our development roadmap.
We’ll absolutely leave this thread open and track interest. If more users in Hungary (or nearby regions with similar requirements) chime in, that can definitely help increase visibility and priority over time.
In the meantime, there are a couple of workable paths:
• You should be able to use OwnerRez reporting to export the required booking and guest data to a spreadsheet, and from there either manually upload it or automate submission to NTAK depending on what tooling they support.
•You could use our API and setup your own integration where you get all the booking data via API, and in turn submit it to the Government using thier API documentation. With the help of AI, creating custom connections like this are easier than ever for users.
• One of our integration partners, Chekin, is listed as a certified provider in the link you sent for handling these requirements. Since we already integrate with them, you can pass booking and guest data from OwnerRez to Chekin, and they can handle submitting the required information to NTAK on your behalf.
You can read more about that integration here:
https://www.ownerrez.com/support/articles/chekin
Appreciate you bringing this to us, and if you’re currently managing NTAK reporting in a different way, would love to hear how you’re handling it today.
- Steve
See: https://info.ntak.hu/en/softwares
I know I can get the information by running reports and all that. I'm just asking that there be a quick A/R reference on their info page. By far the most important info I need to know about anyone I'm going to the Contact center for is When are they booked? and How much do they still owe?
I autotag bookings depending on day of the week. The tags are associated with a booking (e.g. Cleaning Person 1). I have 2 cleaning persons, and I want to give them access to the portal view, so they can see their upcoming bookings. I do not want them to see the bookings that do not belong to them. If i give the cleaning person access to the portal, they can see all the bookings. I want to be able to associate a default view filter by portal user that the user cannot modify.
Hey Elliot,
Have you tried exporting your Bookings List view?
To do this, go to the Bookings tab in the OwnerRez menu bar, then select List on the far right (assuming you're not already in List view):
Once you're on the list view, use the Filter option to tell the system what date ranges to encompass, or whatever filters you'd like to sort by. Maybe Name of the guest, payment status, etc.:
Next, use the Export button to export that file. You can either download to excel using the Export button alone, or us the dropdown arrow to choose your file preference:
Is there anyway to add the box where it says something else for bad reviews on Airbnb? Now that they stopped their timer for the reviews I want to utilize the wait until last min feature to post a review but I’ve just been using a generic statement like thanks for staying and then putting the info under something else so other hosts know and the guest doesn’t know to try and retaliate.
My use case for this would be:
I just discovered that I can create rules to apply tags automatically--it would be awesome to have the same feature where I can create rules to generate tasks.
I wanted to put down some thoughts on the Accural vs Cash issue
The bottom line for me is that I think bookkeeping should align with reality.
When someone puts a deposit down on a rental on February 1st, that money is not yours. Even if you have a no-refunds policy, it is still a liability account (Guest Deposits) that you owe the guest.
When the rental is completed, you can convert that liability into rental revenue, as you have done your part of the bargain.
I think that recognizing the rental revenue on the check-in date is too soon. You still have to provide all of the accommodation.
Here is what Rezzy has to say about Accrual vs. Cash
My one quibble is to set the invoice date to the guest's arrival date.
The invoice date should be when the cash comes into the liability account (Guest Deposits).
The invoice date should not be controlling anything to do with when the revenue is recorded. It is simply the booking date.
Rezzy AI
Accrual and cash accounting are two different methods of recognizing revenue and expenses:
Accrual Accounting records transactions when they occur—when revenue is earned or expenses are incurred—regardless of when money actually changes hands. With OwnerRez's QuickBooks integration, your bookings, payments, and deposits flow into QuickBooks following accrual accounting rules. For example, if you set your invoice date to the guest's arrival date, QuickBooks won't recognize revenue until the stay begins, even if payment was received earlier. This method provides a more accurate picture of financial performance, especially for larger operations.
Cash Accounting recognizes revenue and expenses only when money actually changes hands. If you configure your invoice date to the booking created date instead, QuickBooks recognizes revenue immediately, which mirrors cash-basis reporting.
The key difference: accrual accounting matches revenue to the period when the service is provided, while cash accounting matches it to when payment is received. For vacation rental businesses using QuickBooks, OwnerRez recommends configuring your invoice date to the arrival date to align with true accrual-basis accounting and ensure your reports reflect when guests actually stay at your property.
I would like to here your thoguhts on this - hopefully OR solves all of our issues someday.
PS -
It would be super handy to have the guest's total outstanding balance listed in the sidebar when in Contacts.
We do a lot of work with repeat customers, including contractors that rent multiple properties simultaneously. It would be really nice to not have to dig through every individual booking to manually aggregate their total balance or to double-check that they're all paid up.
My experience with the Quickbooks / Airbnb integration last July was time consuming. While many property owners are on an accrual based accounting system, we are on cash. When the upgrade was automatically applied two things happened. All invoices were changed to the arrival date and a payment was automatically recorded. With OR help, we were able to understand what happened and then consulted with our accountant who explained that to change from cash to accrual requires filing documents with the IRS plus other changes that would be several thousand dollars in accounting fees. She advised that there was no reason to change to the accrual method. We spent several months changing invoice dates and reversing automatic "Receive Payments" — invoices that were not paid were recorded as paid. Two bookkeepers were unable to sort out the mess last year. In our experience, not all bookkeepers are proficient in QuickBooks Online and do not know how to correct errors. You either need a bookkeeper who is expert with the QBO or do it yourself. I’m now using the Expert Live Service on Quickbooks. When a problem comes up it is usually resolved with a 5 to 10 minutes phone call. With one property this is doable but maybe not if you have multiple properties.
Hi Susan, how frustrating! I see you can change the invoice date in the integration to Booking date, or Booking Departure date, sounds like you need a feature request to change this to the Deposit date.
My experience with the Quickbooks / Airbnb integration last July was time consuming. While many property owners are on an accrual based accounting system, we are on cash. When the upgrade was automatically applied two things happened. All invoices were changed to the arrival date and a payment was automatically recorded. With OR help, we were able to understand what happened and then consulted with our accountant who explained that to change from cash to accrual requires filing documents with the IRS plus other changes that would be several thousand dollars in accounting fees. She advised that there was no reason to change to the accrual method. We spent several months changing invoice dates and reversing automatic "Receive Payments" — invoices that were not paid were recorded as paid. Two bookkeepers were unable to sort out the mess last year. In our experience, not all bookkeepers are proficient in QuickBooks Online and do not know how to correct errors. You either need a bookkeeper who is expert with the QBO or do it yourself. I’m now using the Expert Live Service on Quickbooks. When a problem comes up it is usually resolved with a 5 to 10 minutes phone call. With one property this is doable but maybe not if you have multiple properties.
Thanks Michael, that’s a helpful workaround! But it’s a workaround, and unfortunately doesn’t work in my situation. And regardless, it’s still unnecessary added work. I have worked with several Quickbooks integrations and it doesn’t need to be so complicated. Most integrations feed info through journal entries, not sales invoices. Is OR is trying to set up QBO to be a source of record for CRM, when it’s not meant to function as that? OR is by far the worst QBO integration I’ve ever experienced. I added a feature request. Thank you!
Being able to specify a trigger that fires once an email is labeled as "delivered" status.
I would also like to add recurrence... so many of these task need to be done over and over at set intervals... every week, every month, once a quarter... etc etc etc...
Hi Punkaj,
Thanks for taking the time to submit this, this is a solid idea and I can definitely see the use case for tying a discount to a minimum spend like that.
At the moment, we don’t have a way to enforce a “minimum booking value” condition on discount codes specifically. That said, there are a couple of ways you can get pretty close to the same outcome with the tools available today.
If your goal is strictly to cap the discount at $100, I completely understand that a percentage-based approach won’t behave exactly the same way. However, if the broader goal is to encourage larger bookings, a percentage discount combined with a length-of-stay requirement can work really well.
For example, instead of $100 off a $500+ booking, you could offer 10% off stays of 3+ nights. If your typical nightly rate is around $250, that would look like:
So you’re in a very similar range at that 4-night mark, and while you may give a bit more on longer stays, that’s often the goal. If that extra night turns what would have been an empty night into a booked one, you’re still coming out ahead overall.
For example, moving from a 4-night to a 5-night stay, you’re giving an additional $25 in discount, but generating $250 in added revenue, netting about $225 more overall.
If you prefer to stick with a fixed-dollar style discount, another option is to structure it as a per-night discount with a minimum stay. For example, $20 off per night on stays of 5+ nights:
Yes, you’re giving a bit more on longer stays, but in that 7-night example you’ve also added two additional booked nights. Using the same $250 nightly rate, those two additional nights generate $500 in revenue, and after the extra $40 in discount, you’re still netting about $460 more overall.
You can also layer in date or season-based restrictions, so the discount applies only during specific periods when you’re looking to drive additional occupancy. That helps keep things more controlled, especially if your rates vary throughout the year.
All that said, this is a good feature request, and we’ll keep an eye on demand for something like this. In the meantime, hopefully these approaches give you a workable path forward.
Appreciate you sharing the idea!
Hi Jory. I also have one QuickBooks expense account for all channel and transaction fees. Like anything that might be difficult to break down (phone bill?), I consider it overhead. For taxes, I have properties listed on Schedule E and a Property management business on a Schedule C. The overhead items go on the Schedule C.
However, if I wanted to apply them to properties, I could run a Line Item Pivot report grouped by property.
Hello,
When providing a discount code for a guest, I would like there to be a condition for the amount that the guest needs to spend to be equal to or more than a certain amount. For instance, if a guest signs up for our newsletter on our website and then books direct, they get a discount of $100 off a $500 booking or more booking. We would like to be able to send them the discount code in the email they receive upon sign-up.
Thanks!
I don't want guests to have a login per say... I think we live in a world with username + password overload. I would like a place where a guest can lookup their booking via booking ID and last name. Similar to an airline reservation. If I was to give guests the ability to create a username and password for my personal website, there would additionally need to be options like "login with my google account" etc etc. Which is a much heavier lift security + API wise. Let's keep it simple.
Yes! That’s a much better idea. There could simply be a button on our hosted website or personal website where guests could search by their ORB number for their booking details. I continue to have guests asking for total cost, check-in and check-out times, etc.
I don't want guests to have a login per say... I think we live in a world with username + password overload. I would like a place where a guest can lookup their booking via booking ID and last name. Similar to an airline reservation. If I was to give guests the ability to create a username and password for my personal website, there would additionally need to be options like "login with my google account" etc etc. Which is a much heavier lift security + API wise. Let's keep it simple.
If a rogue employee used their write access to do malicious activity we need
1. Change History Report
2. Button to undo changes (hourly, daily, or specific action)
Request an assigned date and most importantly a due date for task. How can you assign a task without a due date, nothing would get done.
The issue has been raised that it is common that different properties will need to map deposits to separate bank accounts. I see no reason why anyone would need to map deposits to different channels. Has there been a feature request for this?
Also, Booking/Merchant Account site fees are sent to Quickbooks the same way. We are going to need these fees split up per property, as this is how they are itemized on our taxes, but we are only able to select one QBO account for all properties. Manually trying to determine and reallocate all the site fees for different properties is a headache!
Hi Michael, thanks for the insight. I suppose this is all fine as a temporary workaround...but I just started to set that up and ran into another issue. Booking/Merchant Account site fees are sent to Quickbooks the same way. We clearly are going to need these fees split up per property, as this is how they are itemized on our taxes, but we are only able to select one account for all properties. How do you handle that?
Can we please get the ability to schedule reports? It has been over 2 years since we were told that it is on the roadmap eithout an ETA.
There have been many upgrades to the interface which are nice, but why are we not adding much needed functionality first? The ability to get our jobs done more efficiently should be a priority.
Can we please get an update?
Thank you!
I agree, I would like to also request this be placed back into the Overview Tab.
Is there any update on when this will be available? I’m thinking of switching because of it. I don’t feel we should be charged for this until this feature is available. It’s pretty vital for what it is. It should also stop answering automatically if it sees we have responded first.
Sounds great - I will call to sign up.
Hey Michael,
Today's release included some sprucing up of the inbox auto refresh. If you're still having the same trouble, please write to help@ownerrez.com so we can see if there's anything more to improve on here.
Thanks!
