FAQs Library

Libraries > FAQs Library

FAQs Library


FAQs
Accounts Receivables Can the Account Type shown in the Primary Details be changed for an existing Accounts Receivables Account? How do I create a new Accounts Receivables Account? How do I create/add a new Note to an account? How do I see the Future and Past Stays in all the properties for an account? Can I make changes to future reservations shown in the Future & Past Stays Jump? Can I access the reservation details from the Future & Past Stays Jump for past reservations? Can I change the Account information for an Accounts Receivable Account? Can I view or send Accounts Receivable Reminders for an account that has balances in multiple properties? Can I view previous Accounts Receivable Reminders that were sent to the account holder? How do I send an Accounts Receivables Reminder? Why are there no reminders to send for an account? Can I view or re-send previous statements that were already sent to the account holder? Can I view or send an Accounts Receivable Statement for an account that has balances in multiple properties? How do I change the address or contact information on an account to send their Statement? How do I send an Accounts Receivables Statement? Why do I receive the message that there are no invoices to send for an account? Can I view an Accounts Receivable account's balances in different properties? How can I view credit balances in Aging for an Accounts Receivable account? EZTask Can I check in a reservation if the room is not ready? Can I update the Room Status from the EZTask Task Sheet? Why does the Check-In train open to steps other than Step 1? How do I add Remarks or Instructions to the Room Maintenance in EZTask? How do I change the status of a room? How do I Check In a Reservation using EZTask? How do I enter a new Room Maintenance request? How do I get to a Task Sheet's details in EZTask? How do I get to the Task Companion from EZTask? How do I mark a Room Maintenance request as Resolved (completed)? How do I reassign a Task Sheet to another Attendant in EZTask? How do I set a room to Out of Service or Out of Order status? How do I update an Out of Order or Out of Service status for a room? How do I update the Room Details in EZTask? How do I view all Resolved (completed) Room Maintenance requests? How do I view the status of a room? What is the difference between Out of Order (OOO) and Service (OOS)? Why don't I see all the statuses for a room? Why is the Update Room Status option grayed out In the EZTask Task Sheet Actions? How do I find out how many reservations have already checked in today? How do I search reservations by Travel Agent, I don't see that field? Look To Book (LTB) How do I make a Reservation? Can I use the Trip Composer to book multiple room types for the stay? How do I get to the Property Brochure? How do I make a multi-property itinerary? How do I make a multiple room type itinerary? How do I use the Trip Composer? Look To Book Blocks Availability Can I see other rates available over the same Block stay dates? Can I view only the Available Room Types for a Block when in Look to Book? What happens if I don't have enough inventory within the Block to book the reservation? Blocks Can I see other rates available over the same Block stay dates? Can I use an existing Group Profile to create the Block? Can I view only the Available Room Types for a Block when in the Look to Book Block Availability? How do I allocate rooms for a block? How do I change a Block status? How do I create a Block? If I reinstate a reservation that belongs to a block will it still take it out of the block inventory? What do Elastic, Non-Elastic, and Sell Limits in Inventory Control mean? What are Cut Off Dates and Cut Off Days? What is the difference between Cut Off Dates and Cut Off Days? What happens if I don't have enough inventory within the Block to book the reservation? Why don't I have the option to create a new Block? Why don't I have the option to create a Rooming List? I received an error about the PM (Posting Master), what do I do? How should my Rooming List file be set up? How do I set my block into a status which allows for Pickup? Reservations Making / Changing Reservations How do I make a Reservation? How do I make a multi-property itinerary reservation? How do I make a multiple room type itinerary? Do shared reservations need to be staying the same dates? When I break a share what happens to each reservation? Checking In Reservations How do I Check In a Reservation? Why does the Check-In train open to steps other than Step 1? Why don't I see the Check-In link in the Search results action menu or in the Reservation screen? Cancelling Reservations How do I cancel a reservation? How do I cancel a reservation with a sharer? How do I see Cancellation History/Notes for a Cancelled Reservation Reinstating Reservations How do I reinstate a Cancelled Reservation? If I reinstate a reservation on a sold-out day, will I overbook the property? Will reinstating a cancelled reservation take the room out of inventory again? If I reinstate a reservation that belongs to a block will it still take it out of the block inventory? When I reinstate a cancelled share reservation will the sharer reservation also be reinstated? What happens if I reinstate a cancelled reservation that had Routing? Copying Reservations Can I Copy a Reservation? Can I copy a reservation to another property? Can I change the attached Profile or guest's name after I copy the reservation? What information copies when I use the Copy Reservation action? When I copied a reservation I unselected Packages, but a package was copied to the new reservation. Why? Moving Reservations Can I move a reservation to another property if it has a sharer? What attributes do not move with the reservation? Manage Billing Can I post charges while settling a Folio? How can I access the credit card authorizations and history functions? How can I edit a transaction? How can I print a folio? How can I split a transaction? How do I generate an Advance Bill? How do I move a payment method? How do I settle an Interim Bill? What are routing instructions and why are they important? What are zero Folios? Why are there eight separate billing windows? Why should I include information in the Supplement or Reference fields? Why would I move a posting? Why would I move transactions from one reservation to another? Why would I swap a reservation from additional to primary? Why would I transfer a posting? Reservation Search How do I show / hide or reorder the Table view columns? How do I search or view data from another property using Super Search? How do I reorder the fields on the Advanced Search screen? What actions can I take on a reservation from the Search screen results? Profiles Why should I create a Profile? Can I change the attached profile or guest's name after I copy the reservation? Can I use an existing Group Profile to create the Block? How do I create a new Profile? How do I make changes to a Profile? How do I reorder the fields on the Advanced Search screen? How do I show, hide, or reorder the Table view columns? What actions can I take on a profile from the Search screen results? What is the difference between an accompanying guest and a sharing guest? Can I change the name (primary profile) on a reservation? Restrictions How do I create a Restriction? How do I delete a restriction for a date? What is the difference between a Rate Restriction and a Room Restriction? How does the Length of Stay Restriction work? Sell Limits Are there examples that show how Sell Limits (Overbookings) affect Room Inventory? How do I delete a Sell Limit (Overbooking Level) for a date? What is the difference between a positive Sell Limit and a Negative Sell Limit? Rooms Availability I can manage Sell Limits from this screen, but what about Restrictions? Why are some numbers in Rooms Availability displaying in red? What is included in the calculation for each line in the Rooms Availability screen? Commissions Can a bank account be assigned to multiple travel agencies? Can a property have more than one bank account? How can I find a Client ID? How can I find an AR Account Number? How can I find out more about a specific reservation? How can I research folio history? How can I view folio details? How do I attach a reservation? How do I filter search results? If a reservation isn't shown with a Travel Agent / Source, how can I attach it? What are membership types? What are Reservation Status options? What is a Commission Code? What is a Source? What is a TA Record Locator? What's the difference between Hold All and Hold? End of Day How can I add a Country or State code to a guest address? How can I change the frequency of additional Procedures/Reports? How can I make a Procedure or Report active or inactive? How can I search for multiple properties in a chain? How do I handle Arrivals not Checked In during End of Day? How do I handle Departures Not Checked out? How do I run End of Day for multiple properties? How do I run End of Day? How is the business day different from the system date? How will I know if the End of Day is successsful? What is an Open Folio? What Notifications are likely to display while running the End of Day? Who has the responsibility for running the end of Day? Why do I need file names when adding new Procedures or Reports? Administration Can I change my property's currency format? Why don't I see the Catering Currency section in my Property Controls? Miscellaneous How do I remove a custom field? Why don't I see my custom field on the screen?	Indicators and Jumps Jumps - What are they and how do they work? Account Setup How do I create a new Accounts Receivables Account? Can I change the Account information for an Accounts Receivable Account? Can the Account Type shown in the Primary Details be changed for an existing Accounts Receivables Account? Address How do I add an Address to an existing Profile? How do I edit an Address on an existing Profile? Aging Can I view an Accounts Receivable account's balances in different properties? How can I view credit balances in Aging for an Accounts Receivable account? Alerts I created an Alert for the reservation and the indicator shows, but the Alert doesn't display when I open the reservation. Why? Caller History Caller History - Where / when does the Caller History get recorded? Changes Log How do I get more detail in the Changes Log jump than what shows in the grid? What types of changes or activities are logged in the Changes Log Jump? Cancellation Cancel - How do I see Cancellation History/Notes for a Cancelled Reservation Future & Past Stays Accounts Receivables - Can I make changes to future reservations shown in the Future & Past Stays Jump? Accounts Receivables - Can I access the reservation details from the Future & Past Stays Jump for past reservations? Accounts Receivables - How do I see the Future and Past Stays in all the properties for an account? Why does the jump link show that there are Future and Past Stays, but no reservations show in the jump? Guest Messages Can I resend a Guest Message as SMS? Do Guest Messages ever expire? I sent the Guest Message as SMS, but it doesn't show as Delivered. Why? There are Guest Messages for this reservation, but the indicator is not showing. Why? What actions can I take on a Guest Message? Memberships How Do I Create a New Membership? How Do I Attach a Membership to a Reservation? How Do I Inactivate or Reactivate a Membership? Notes Accounts Receivables - How do I create/add a new note to an account? Accounts Receivables - How do I delete an existing note? Accounts Receivables - How do I edit an existing note? Packages What are Package Groups, and how are they handled? When I copied a reservation I did not select Packages to be copied, but a package was copied to the new reservation. Why? Preferences How do I add a Preference? Reinstate If I reinstate a reservation on a sold-out day, will I overbook the property? How do I reinstate a Cancelled Reservation? Will reinstating a cancelled reservation take the room out of inventory again? If I reinstate a reservation that belongs to a block will it still take it out of the block inventory? When I reinstate a cancelled share reservation will the sharer reservation also be reinstated? What happens if I reinstate a cancelled reservation that had Routing? Room Maintenance How long are maintenance requests kept in OPERA Cloud? Can I go back and mark a Room Maintenance request as Unresolved after it has been marked Resolved? How do I add Remarks or Instructions to the Room Maintenance request? How do I enter a new Room Maintenance request? How do I mark a Room Maintenance request as Resolved (completed)? How do I view all Resolved (completed) Room Maintenance requests? Shares How do I create a share? To create a new share on a share reservation: Open the share reservation and select Shares. Select Actions, then select Create New Share. Enter a guest profile. Select the number of adults, children, begin and end date, and reservation type. Enter a payment method (cash, credit card, etc.). Do shared reservations need to be staying the same dates? How do I separate (break) a share? To separate a share on a share reservation: Open the share reservation and select Shares. Select the share reservation, select Actions, then select Separate Share. If the sharer being separated has already checked in, you must assign a new room to the reservation. Open the reservation and select Stay Details. In the Room field, select the hyperlink to assign or move the reservation's room. When I break a share what happens to each reservation? When I reinstate a cancelled share reservation, will the sharer reservation also be reinstated? Stay Revenue What Stay Revenue details display for the guest's reservation if someone else pays the bill? Traces Traces - What happens with a trace if I have a multi-room type reservation? Accounts Receivables - What is an Accounts Receivables Trace? Accounts Receivables - How do I create a new trace? Can I reactivate a trace that has been marked as completed? How do I see completed traces for an account? Transportation How can I find a reservation for recording a guest's transportation needs? Image Management How to Upload an Image How do I Create and Map my Floor Plan to make it interactive? Chain and Property Management Presentation Styles How do I create or modify a Presentation Style? What is a Presentation Style, and how do I use it? Where do you configure Presentation Styles? Property Brochure How do I get to a Property's Brochure? Year View What is the Accounts Receivable Year View? Room Management Housekeeping Board How do I change the way search results are displayed on the Housekeeping Board? How can I change View Options? How can I update room status? How do I print reports from the Housekeeping Board? Site Plan How can I add new Site Plans to the system? Housekeeping Forecast How can I print the housekeeping forecast report? What are my housekeeping forecast view options? How can I see tasks by room type? Room Maintenance How do I enter a New Room Maintenance request? How do I view all Resolved (completed) Room Maintenance requests? How do I mark a Room Maintenance request as Resolved (completed)? How do I add Remarks or Instructions to the Room Maintenance request? How long are Maintenance requests kept in OPERA Cloud? Heatbeat How can I update Skip and Sleep room status? How can I make changes to Out of Service and Out of Order rooms? How can I see the reservations behind the numbers? Room Discrepancies How do I print a room discrepancy report? What if I check someone in and I don't know that the room is discrepant? Floor Plan How can I create Floor Plans? Generate Task Sheets What are Floors and Sections? Why do I need a task sheet for Turndown services? What is the Task Sheet Companion? Out of Order How do I create a new Out of Order room? How can I edit an Out of Order room? How do I calculate occupancy for Out of Order rooms? Room Conditions How do I create new room conditions? How do I edit room conditions? Out of Service How do I create a new Out of Service room? How can I edit an Out of Service Room? How do I calculate occupancy for Out of Service rooms? Task Sheets What are my Task Sheet options if I select Actions? What are my Task Sheet Details filter options? What is the Task Sheet Companion? How can I see Turndowns on the Task Sheet Companion? Why do I need a task sheet for Turndown services? Why do I have trouble finding Task Sheets? Cashiering Workspace Close Cashier How do I close a cashier? What is a Shift Drop? What is the difference between Expected and Actual Shift Drops? Why do my opening balances show positive (+) or negative (-) amounts? Apply Batch Posting How do I apply a batch posting? What is a Pseudo Room? What is a No Post? What is a Due Out? Posting Journal How can I arrange the column display? How can I see posting details? Cashier Reports How do I print current cashier reports? How do I reprint a cashier closure report? What is the difference between Cashier Reports and Closure Reports? Folio History How can I generate a Credit Bill? Receipt History What are the available Receipt Types? Currency Calculator How do I use the currency calculator? How do I manage exchange rates? How do I search for exchange rates? Credit Card Settlement How do I settle credit card transactions? What are offline settlements?