Reports - Master bookings

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kingszg
Posts: 21
Joined: Sat Sep 21, 2019 7:38 am

Reports - Master bookings

Post by kingszg » Wed Nov 13, 2019 8:22 am

Hello,
A question concerning group bookings and reports.

Is it possible to include only "master" booking records into a report and to show the "sum of all invoice balances" instead of the "invoice balance" of the individual booking.

The reason for this: We are using a custom report with "non-zero balance after check-out" to track any unpaid items. The problem is that payments in a group booking - if they are invoiced and paid together - are assigned to the "master" booking. As a result, even if everything is paid, the master booking shows a positive balance, while the associated bookings all have negative balances.

Thanks.

annettemorgenroth
Posts: 963
Joined: Sun Jun 30, 2013 8:44 am

Re: Reports - Master bookings

Post by annettemorgenroth » Wed Nov 13, 2019 12:53 pm

Custom reports an not be generated by master bookings. What you can do is generate a report which lists both the group ref and the booking ref, download it to Excel and the remove the bookings where the group ref and the booking ref is not identical.

kingszg
Posts: 21
Joined: Sat Sep 21, 2019 7:38 am

Re: Reports - Master bookings

Post by kingszg » Wed Nov 13, 2019 1:08 pm

Hi Annette,
Thanks for your quick reply.

Are you considering including additional "criteria" in the selection choices for Custom Reports (e.g.: "is master booking" or "is part of group booking" etc.?) going forward?

Also, is there a field that can be used to display the "group's invoice balance", instead of the "bookings's invoice balance"?

Many thanks,

Dirk

annettemorgenroth
Posts: 963
Joined: Sun Jun 30, 2013 8:44 am

Re: Reports - Master bookings

Post by annettemorgenroth » Wed Nov 13, 2019 3:44 pm

This is not in planning. Have you tried setting "Layout" = Group by Booking Group?

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