Transactions

The Transactions module provides hotel staff with a comprehensive view of all financial transactions, including charges (room charges, extras, services) and payments (guest payments, deposits, refunds). These pages help staff track revenue, verify guest accounts, and ensure accurate billing.

Exporting

Use the download button in the top right corner to export the current transaction list for use outside the system, such as for reporting or bookkeeping.

Navigation and Tips

• Switching Views:
  • Use the “Show” option under Advanced Filter to switch between All Transactions, Charges, and Payments. Your current filter settings are preserved when switching.
• Expand/Collapse Groups:
  • Click on a group header to expand or collapse the individual items within that group. Use the double arrow icon in the header row to expand or collapse all groups at once.
• Active Filters:
  • Active filters are displayed as chips below the search bar. Click the X on a filter chip to remove that specific filter. The date range filter cannot be removed as it is always required. Use the “Clear all filters” button to clear all filters except the date range.
• Summary Totals:
  • The footer of the table displays the total count and sum of all items matching your current filters. For charges, this includes net, tax, and gross totals. For payments, this shows the total amount.