FAQ - What are routing instructions and why are they important?

Routing instructions determine where guest charges are routed for payment. The charges can be routed to specified Windows within the guest folio or to a different room/guest folio. Ultimately, routing instructions are important to the hotel because they help assure accurate billing and prompt payment.

Routing Instructions are part of generating an Interim Bill. On Manage Billing, select "I Want To...Generate a Folio" and choose Actions to access the Routing Instructions screen. The initial screen displays the following:

The Routing Instructions screen determines routing destinations, routing date ranges, and the routing/transactions codes to be routed.

FAQ - Routing Instructions Specifies where transactions are routed; for example, to a different Window, different room, etc. Routing starts / ends. Select to change. Select days to skip during the Start / End dates. Displays the Manage Routing Instructions screen for selecting transactions to be routed.

"Refresh Folio" updates the guest folio after making changes to routing instructions.

Routing instructions allow you to specify Windows or Rooms and the payee responsible for payment.

If you select Windows, identify the Folio Window number (each folio has up to 8 Windows) and the Payee (usually the name on a reservation).
If you select Room, enter or select a room number and Payee (both fields provide search capability).

Note: Windows are virtual locations within a folio where you can group transactions for convenience or for special purposes.

The date range in Routing Instructions determines the dates/days of the week that transactions are to be routed to the selected destination.

The default dates align with the reservation length of stay.
Select the Start or End dates to make changes.
Skip any day(s) of the week between the Start and End dates by selecting the icons below Start/End Dates.

Select Routing / Transaction codes to identify the transactions to be routed on the Routing Instructions screen.

Transaction codes identify individual goods and services offered by the property.
Routing codes are multiple transactions combined for convenience or as "packages under a singe code."

View Routing Instructions_Manage Routing Instructions

To determine Routing Codes and Transaction Codes:

Select the Routing Codes and/or Transaction Codes to include in your new routing instructions.
Use the Add, Add All, Remove, or Remove All to move your selections to or from the list of transactions to be either included in or removed from the routing instructions.

A company books several rooms for a corporate meeting and wants all room charges routed to one specific room for corporate payment. In this case, the routing instructions for each room reservation sends rate and tax charges to the specified room.

Routing Instructions - diagram

An employee attending the company meeting can have the room bill show reimbursable expenses (e.g., meals, photocopies, etc.) separately from non-reimbursable expenses (e.g., movie rentals, mini bar, etc.). In this case, the property creates routing instructions that specify one Window for reimbursable expenses and another Window for non-reimbursable expenses.