What’s New Version 6.0 to 8.0 - myAutoClerk



AutoClerk What’s New Version 9060.002.005.1001Through060.002.005.1031February 2015Table of Contents TOC \o "1-5" \h \z \u Table of Contents PAGEREF _Toc412463709 \h 2Copyright Information PAGEREF _Toc412463710 \h 91.Reservations PAGEREF _Toc412463711 \h 10New Reservation PAGEREF _Toc412463712 \h 10Create Using an Existing Reservation. PAGEREF _Toc412463713 \h 10Create Using a Folio PAGEREF _Toc412463714 \h 10Modify/View a Reservation PAGEREF _Toc412463715 \h 10Groups PAGEREF _Toc412463716 \h 10Create a New Group Master PAGEREF _Toc412463717 \h 10Modify/View a Group Master PAGEREF _Toc412463718 \h 11Modify Group Allocation Rates Only PAGEREF _Toc412463719 \h 11Group Room Management PAGEREF _Toc412463720 \h 11Post an Advance Deposit to a Master PAGEREF _Toc412463721 \h 11Cancel a Group PAGEREF _Toc412463722 \h 11Reinstate a Cancelled Group PAGEREF _Toc412463723 \h 11Customer Rooming List PAGEREF _Toc412463724 \h 11List Groups Due to Arrive PAGEREF _Toc412463725 \h 11Future Inhouse Guest PAGEREF _Toc412463726 \h 11Group Pickup Report PAGEREF _Toc412463727 \h 11Create a Permanent Reservation PAGEREF _Toc412463728 \h 11Cancel a Reservation PAGEREF _Toc412463729 \h 11Uncancel a Reservation PAGEREF _Toc412463730 \h 12Cancel All Holds for a Day PAGEREF _Toc412463731 \h 12Advance Deposits PAGEREF _Toc412463732 \h 12Post an Advance Deposit or Refund PAGEREF _Toc412463733 \h 12Deposit Folio PAGEREF _Toc412463734 \h 12Advanced Deposit Report PAGEREF _Toc412463735 \h 12Cancelled Reservations with Deposits Report PAGEREF _Toc412463736 \h 12Deposits Due Report PAGEREF _Toc412463737 \h 12List Reservations PAGEREF _Toc412463738 \h 13Reservation Report Generator PAGEREF _Toc412463739 \h 13Print Registration Slips PAGEREF _Toc412463740 \h 13Print Confirmation Letters PAGEREF _Toc412463741 \h 132.Check-In PAGEREF _Toc412463742 \h 14Check-In a Walk-In PAGEREF _Toc412463743 \h 14Check in a Guest with a Reservation PAGEREF _Toc412463744 \h 14Modify a Check-In PAGEREF _Toc412463745 \h 14Modify Folio Information PAGEREF _Toc412463746 \h 14Room Transfer PAGEREF _Toc412463747 \h 14Open Additional Room Folio(s) PAGEREF _Toc412463748 \h 14Print a Blank Registration Slip PAGEREF _Toc412463749 \h 143.Check Out PAGEREF _Toc412463750 \h 154.Posting PAGEREF _Toc412463751 \h 16Post to a Room PAGEREF _Toc412463752 \h 16Auto-Posting PAGEREF _Toc412463753 \h 16Void Folio Posting PAGEREF _Toc412463754 \h 16Post to No Room PAGEREF _Toc412463755 \h 16Post a Ticket PAGEREF _Toc412463756 \h 16Transfer Folio Transaction(s) PAGEREF _Toc412463757 \h 16Transfer an Advance Deposit to a Folio PAGEREF _Toc412463758 \h 165.Folio Printing PAGEREF _Toc412463759 \h 176.General Reports PAGEREF _Toc412463760 \h 18Guest Reports PAGEREF _Toc412463761 \h 18Telephone List PAGEREF _Toc412463762 \h 18Inhouse Guests PAGEREF _Toc412463763 \h 19Inhouse Statistics Report PAGEREF _Toc412463764 \h 19Inhouse Company PAGEREF _Toc412463765 \h 19Payment Due/High Balance PAGEREF _Toc412463766 \h 19Cash Paying Guests PAGEREF _Toc412463767 \h 19CRS Prepaid Deposit PAGEREF _Toc412463768 \h 19Complimentary Rooms PAGEREF _Toc412463769 \h 19Housekeeping PAGEREF _Toc412463770 \h 19Assign Rooms To Housekeepers PAGEREF _Toc412463771 \h 19Ordered Report PAGEREF _Toc412463772 \h 19Non-Vacant and Dirty Rooms Only PAGEREF _Toc412463773 \h 19Out-of-Order Rooms PAGEREF _Toc412463774 \h 19Maid Sheets by Number of Rooms PAGEREF _Toc412463775 \h 19Maid Sheets by Number of Maids PAGEREF _Toc412463776 \h 19Setup Room Ordering and Suppression PAGEREF _Toc412463777 \h 20Room Notes - Add/Mod/View/Delete PAGEREF _Toc412463778 \h 20Setup Housekeepers PAGEREF _Toc412463779 \h 20Today's Setup PAGEREF _Toc412463780 \h 20Lookup Housekeepers PAGEREF _Toc412463781 \h 20Historical Housekeeping PAGEREF _Toc412463782 \h 20Checkouts Due PAGEREF _Toc412463783 \h 20Checked out Guests PAGEREF _Toc412463784 \h 20Stayovers PAGEREF _Toc412463785 \h 20Bill to List PAGEREF _Toc412463786 \h 20Share-with List PAGEREF _Toc412463787 \h 20Report Generator PAGEREF _Toc412463788 \h 20Rate Exception Report PAGEREF _Toc412463789 \h 20Licenses, Automobile PAGEREF _Toc412463790 \h 21Travel Agent Check Processing PAGEREF _Toc412463791 \h 21TA Check Printing (rtf) PAGEREF _Toc412463792 \h 21TA Check Printing (Old format) PAGEREF _Toc412463793 \h 21TA Check Report PAGEREF _Toc412463794 \h 21Secondary TA Check Report PAGEREF _Toc412463795 \h 21Historical TA Check (rtf) Report PAGEREF _Toc412463796 \h 21Notes PAGEREF _Toc412463797 \h 21All Notes PAGEREF _Toc412463798 \h 21Guest Folio Notes PAGEREF _Toc412463799 \h 21Undelivered Guests Messages PAGEREF _Toc412463800 \h 21Forms PAGEREF _Toc412463801 \h 21Yield Management Notes PAGEREF _Toc412463802 \h 21Checklist PAGEREF _Toc412463803 \h 21Work Schedule PAGEREF _Toc412463804 \h 21Print Folios Due to Checkout PAGEREF _Toc412463805 \h 22Print All Inhouse Guest Folios PAGEREF _Toc412463806 \h 22Room Status PAGEREF _Toc412463807 \h 22Occupancy PAGEREF _Toc412463808 \h 22Availability PAGEREF _Toc412463809 \h 22House Status PAGEREF _Toc412463810 \h 22Forecast PAGEREF _Toc412463811 \h 22View Rooms PAGEREF _Toc412463812 \h 22Room Chart PAGEREF _Toc412463813 \h 22Compressed Room Chart PAGEREF _Toc412463814 \h 22Electronic Room Rack PAGEREF _Toc412463815 \h 22Block Rooms PAGEREF _Toc412463816 \h 22Individual Room Status PAGEREF _Toc412463817 \h 22Room Features PAGEREF _Toc412463818 \h 22Mark All Rooms Clean PAGEREF _Toc412463819 \h 22Update Rooms Status PAGEREF _Toc412463820 \h 22Discrepancy Report PAGEREF _Toc412463821 \h 22Room Allocation Monitor PAGEREF _Toc412463822 \h 22Room Type Status PAGEREF _Toc412463823 \h 22Transaction Reports PAGEREF _Toc412463824 \h 22Standard (M1 and Sorted Detail) PAGEREF _Toc412463825 \h 23Totals Only (M1 only) PAGEREF _Toc412463826 \h 24Bank Deposit PAGEREF _Toc412463827 \h 24Chronological Detail PAGEREF _Toc412463828 \h 24Detail for a Specific Transaction Type PAGEREF _Toc412463829 \h 24Today's Adjustments PAGEREF _Toc412463830 \h 24Historical Transaction Analysis Report PAGEREF _Toc412463831 \h 24Registration Slip Numbers Report PAGEREF _Toc412463832 \h 24Inhouse Tax Exempt Setting PAGEREF _Toc412463833 \h 24Tax Posting Variations Report PAGEREF _Toc412463834 \h 24Tax Exempt Report PAGEREF _Toc412463835 \h 24Past Transaction Reports PAGEREF _Toc412463836 \h 24Standard (M1 and Sorted Detail) PAGEREF _Toc412463837 \h 24Totals Only (M1 Only) PAGEREF _Toc412463838 \h 24Bank Deposit PAGEREF _Toc412463839 \h 24Chronological Detail PAGEREF _Toc412463840 \h 24Detail for Specific Transaction Type PAGEREF _Toc412463841 \h 24Historical Adjustments PAGEREF _Toc412463842 \h 247.Tape Chart PAGEREF _Toc412463843 \h 258.City Ledger PAGEREF _Toc412463844 \h 26Add a New Customer PAGEREF _Toc412463845 \h 26Modify a Customer PAGEREF _Toc412463846 \h 26Delete a Customer PAGEREF _Toc412463847 \h 26List Names and Addresses PAGEREF _Toc412463848 \h 26Ledger Card(s) with Aging PAGEREF _Toc412463849 \h 26Invoicing PAGEREF _Toc412463850 \h 26Billings PAGEREF _Toc412463851 \h 26Historical Payments PAGEREF _Toc412463852 \h 26Post a Payment PAGEREF _Toc412463853 \h 26Post a Partial Payment PAGEREF _Toc412463854 \h 26Adjustments PAGEREF _Toc412463855 \h 26Intra City Ledger Transfer PAGEREF _Toc412463856 \h 26Post Monthly Interest PAGEREF _Toc412463857 \h 26Post Re-Occurring Charge PAGEREF _Toc412463858 \h 269.Marketing PAGEREF _Toc412463859 \h 27Marketing Report Generator PAGEREF _Toc412463860 \h 27Permanent Reservations PAGEREF _Toc412463861 \h 27Profile Survey Generator PAGEREF _Toc412463862 \h 27Room Stack Reports (Yearly and Monthly) PAGEREF _Toc412463863 \h 27Historical Source Code Analysis PAGEREF _Toc412463864 \h 27Historical Production Analysis by Class/Company PAGEREF _Toc412463865 \h 27Historical TA Impact Analysis PAGEREF _Toc412463866 \h 27Historical Group Pickup Analysis PAGEREF _Toc412463867 \h 27Historical Group vs. Non-Group Analysis PAGEREF _Toc412463868 \h 27Reservation Denial Report PAGEREF _Toc412463869 \h 27Reservation Denial Report by Month PAGEREF _Toc412463870 \h 2710.Yield Management PAGEREF _Toc412463871 \h 2811.Credit Cards PAGEREF _Toc412463872 \h 29Transmit Sales Batch PAGEREF _Toc412463873 \h 29Transmit Authorization Batch PAGEREF _Toc412463874 \h 29Calculate Date of Oldest Pending Sales Batch(es) PAGEREF _Toc412463875 \h 29Increase an Authorization PAGEREF _Toc412463876 \h 29Re-Assign an Authorization PAGEREF _Toc412463877 \h 29Voice Authorization PAGEREF _Toc412463878 \h 29Undo an Authorization PAGEREF _Toc412463879 \h 29List All Outstanding Credit Records PAGEREF _Toc412463880 \h 29Print Prior Sales Batch(es) PAGEREF _Toc412463881 \h 29Show Credit Card Logs PAGEREF _Toc412463882 \h 29Void a Rebate PAGEREF _Toc412463883 \h 29Mark a Handle for Deletion PAGEREF _Toc412463884 \h 2912.Utilities PAGEREF _Toc412463885 \h 30Monthly Accounting Report—M2 PAGEREF _Toc412463886 \h 30Export M2—Variable PAGEREF _Toc412463887 \h 30Detail of Misc Posting—M3 PAGEREF _Toc412463888 \h 30Enter Bank Deposit and Overage/Shortage PAGEREF _Toc412463889 \h 30Daily Cash Report (DCR) PAGEREF _Toc412463890 \h 30Historical Folios PAGEREF _Toc412463891 \h 30Historical Data PAGEREF _Toc412463892 \h 30Mailing Lists PAGEREF _Toc412463893 \h 30Historical Folios PAGEREF _Toc412463894 \h 30Current Reservations PAGEREF _Toc412463895 \h 30Travel Agent Historical Folios PAGEREF _Toc412463896 \h 31Historical No-Shows and Cancellations PAGEREF _Toc412463897 \h 31Guest Letters PAGEREF _Toc412463898 \h 31Letter Templates Editor PAGEREF _Toc412463899 \h 31Setup Letter Templates PAGEREF _Toc412463900 \h 31Extended Setup for Letter Templates PAGEREF _Toc412463901 \h 31Print Thank You Letters PAGEREF _Toc412463902 \h 31View Past Night Audit Reports PAGEREF _Toc412463903 \h 31Open QRP File PAGEREF _Toc412463904 \h 31Pace Report Export PAGEREF _Toc412463905 \h 32TA to QuickBooks PAGEREF _Toc412463906 \h 32CRM Exports PAGEREF _Toc412463907 \h 32Checkouts File PAGEREF _Toc412463908 \h 32Arrivals File PAGEREF _Toc412463909 \h 32Call Accounting Report PAGEREF _Toc412463910 \h 32Administrative Extension Report PAGEREF _Toc412463911 \h 32Encryption Key/Login Expiration Report PAGEREF _Toc412463912 \h 32Best Western CRS Utilities PAGEREF _Toc412463913 \h 32BW CRS Confirmation Reservation Report PAGEREF _Toc412463914 \h 32Best Western Rewards Report PAGEREF _Toc412463915 \h 32Products Report PAGEREF _Toc412463916 \h 32Enroll a New BWR Member PAGEREF _Toc412463917 \h 32Lookup a BWR Member PAGEREF _Toc412463918 \h 32CRS Prepaid Deposit Unusual Activity Report PAGEREF _Toc412463919 \h 3213.Functions PAGEREF _Toc412463920 \h 33ACAdmin PAGEREF _Toc412463921 \h 33BackUps PAGEREF _Toc412463922 \h 33Function Keys PAGEREF _Toc412463923 \h 33Night Audit PAGEREF _Toc412463924 \h 33Profiles PAGEREF _Toc412463925 \h 3314.ACConfig PAGEREF _Toc412463926 \h 35Name of Property, Address, Cash Ceilings & Sources PAGEREF _Toc412463927 \h 35Define Room Types PAGEREF _Toc412463928 \h 35Length of a Room Number PAGEREF _Toc412463929 \h 35Add/Modify/Delete Rooms PAGEREF _Toc412463930 \h 35Assign Building/Floors PAGEREF _Toc412463931 \h 35Room Features PAGEREF _Toc412463932 \h 35Assign Features to Rooms PAGEREF _Toc412463933 \h 35Define Room Features PAGEREF _Toc412463934 \h 35Rates PAGEREF _Toc412463935 \h 35Rate Class Setup PAGEREF _Toc412463936 \h 35Rate Setup Grid PAGEREF _Toc412463937 \h 35Rate Level Descriptions PAGEREF _Toc412463938 \h 36Tier Setup PAGEREF _Toc412463939 \h 36Tier Selection Rules PAGEREF _Toc412463940 \h 36Package Breakout Setup PAGEREF _Toc412463941 \h 36View Package Breakout Associations PAGEREF _Toc412463942 \h 36Set Property Access Codes PAGEREF _Toc412463943 \h 36Edit Help Files PAGEREF _Toc412463944 \h 36Tax Setup PAGEREF _Toc412463945 \h 36GTD/Cancel Setup PAGEREF _Toc412463946 \h 36Rate Class GTD/Cancel Setup PAGEREF _Toc412463947 \h 36Cancel Configuration PAGEREF _Toc412463948 \h 36GTD Configuration PAGEREF _Toc412463949 \h 36BW Configuration PAGEREF _Toc412463950 \h 37Set Maximum Days PAGEREF _Toc412463951 \h 37Set BW Tier Popup Descriptions PAGEREF _Toc412463952 \h 37BW Options PAGEREF _Toc412463953 \h 37Product Mapping PAGEREF _Toc412463954 \h 37Travel Agent Check Format PAGEREF _Toc412463955 \h 37Set Options PAGEREF _Toc412463956 \h 37Defaults/Options PAGEREF _Toc412463957 \h 37Guest Email Setup PAGEREF _Toc412463958 \h 37eLetters Email Setup PAGEREF _Toc412463959 \h 37Define Buildings PAGEREF _Toc412463960 \h 37Set Housekeeping Defaults PAGEREF _Toc412463961 \h 37Set Housekeeping Room Use PAGEREF _Toc412463962 \h 37Set Reservation Options PAGEREF _Toc412463963 \h 37Options PAGEREF _Toc412463964 \h 37Report Options PAGEREF _Toc412463965 \h 38Options PAGEREF _Toc412463966 \h 38Setup Pace Data Export Parameters PAGEREF _Toc412463967 \h 39Support Options PAGEREF _Toc412463968 \h 39Night Audit Report Suppression PAGEREF _Toc412463969 \h 39Set AutoClerk Colors PAGEREF _Toc412463970 \h 39Set CRS Channels PAGEREF _Toc412463971 \h 39Transaction Types PAGEREF _Toc412463972 \h 39Define Charge and Payment Types PAGEREF _Toc412463973 \h 39Setup Credit Card Mapping for Interfaces PAGEREF _Toc412463974 \h 39Setup CRM Charge Types PAGEREF _Toc412463975 \h 39Setup Mas90/QuickBooks Mapping PAGEREF _Toc412463976 \h 39Source Code Text File Setup PAGEREF _Toc412463977 \h 39Define TA Commission PAGEREF _Toc412463978 \h 39Exit PAGEREF _Toc412463979 \h 3915.Software and Application Upgrades PAGEREF _Toc412463980 \h 40Misc PAGEREF _Toc412463981 \h 40Specifications PAGEREF _Toc412463982 \h 4016.Interfaces PAGEREF _Toc412463983 \h 41Central Reservation System (CRS) PAGEREF _Toc412463984 \h 41Revenue Management System (RMS) PAGEREF _Toc412463985 \h 41Credit Cards PAGEREF _Toc412463986 \h 41ID Scanner PAGEREF _Toc412463987 \h 41Keycards PAGEREF _Toc412463988 \h 41ResOnTheWeb PAGEREF _Toc412463989 \h 4117.Best Western PAGEREF _Toc412463990 \h 42Allocation Monitor and LOS Rules PAGEREF _Toc412463991 \h 42Best Western (BWI) 2-Way Interface PAGEREF _Toc412463992 \h 42Best Western Rewards (BWR) PAGEREF _Toc412463993 \h 42Central Bill PAGEREF _Toc412463994 \h 42Groups PAGEREF _Toc412463995 \h 42Miscellaneous Best Western PAGEREF _Toc412463996 \h 42Index of AutoClerk V9 Icons, Menus, and Commands PAGEREF _Toc412463997 \h 43Copyright InformationCopyright 2015AutoClerk What’s New Version 9All rights reserved. No part of this publication may be reproduced, stored in a retrieval system, or transmitted, in any form or by any means, electronic, mechanical, photocopying, or otherwise without prior written permission of AutoClerk.AutoClerk XE "AutoClerk" , Inc.Address: 936 Dewing Ave., Suite G, Lafayette, CA 94549Phone: 925.284.1005Fax: 925.284.3423URL: Reservations XE "Reservations" New Reservation XE "New Reservation" Users can now make a reservation for up to 500 days.Canadian postal codes have been added to the zip code data base and can be used when making reservations to autofill the city and province/state.The user now has XX in the list of States and Countries for Other/Unknown.The ‘Stay Total’ information now correctly shows all applicable occupancy taxes.Create Using an Existing Reservation. XE "Create Using an Existing Reservation" If you create clone reservations from an Existing Reservation, the new reservations no longer show a Package as the rate class unless the original reservation had a Package Rate ClassCreate Using a Folio XE "Create Using a Folio" Modify/View a Reservation XE "Modify/View a Reservation" When the user goes into Modify a Reservation, he can click on File and have the ability to ‘Show Share-withs’ and ‘Show Bill-Tos’. If the reservation is associated with a Share-with or a Bill-to a page is displayed which shows the associations.Extending the stay of a guest on the day of checkout was changing the past ‘quoted rate’ displayed to the user. This has been fixed.Groups XE "Groups" Create a New Group Master XE "Create a New Group Master" The Group Rate Class field has been removed. Users now only need to enter one rate class.When the property is updated to this version, AutoClerk will convert the revenue in the Group Rate Class into the Guest Rate Class, now known as simply the Rate Class. This means the Yield Management Report will reflect just the guest rate class data. There is a new address section/tab on a group master: ‘Planner’. This will allow users to enter information for a group’s planner, regardless of whether or not the planner is also a guest.This is a required field for Best Western properties as well as properties that have an updated CRS which uses the Hotel Technology Next Generation (htng) protocol, such as TravelClickModify/View a Group Master XE "Modify/View a New Group Master" Modify Group Allocation Rates Only XE "Modify Group Allocation Rates Only" If a user right clicks on rate amount or room type allocation cell in the grid, they will get the appropriate window option.Group Room Management XE "Group Room Management" An issue in which the ‘Creation Clerk’ id was not always accurate when making a group individual reservation has been resolved.Post an Advance Deposit to a Master XE "Post Advance Deposit to a Master" When posting an Advance Deposit to a Group, if the user escapes before posting an amount, the Share-with reservation is still created and is tracked in the transaction reports.Cancel a Group XE "Cancel a Group" When a user cancels a group, the confirmation form now shows the group’s cancellation policy.A Best Western property CANNOT cancel a group on its day of arrival.Reinstate a Cancelled Group XE "Reinstate a Cancelled Group" Users can now reinstate a cancelled group. Reservations attached to the group will also be reinstated with the exception of previously cancelled reservations.If a group reservation is cancelled within two (2) minutes of the group being cancelled and is cancelled by the same logged in user, then that reservation will be reinstated when the group is reinstated.Customer Rooming List XE "Customer Rooming List" List Groups Due to Arrive XE "List Groups Due to Arrive" Future Inhouse Guest XE "Future Inhouse Guest" Group Pickup Report XE "Group Pickup Report" Create a Permanent Reservation XE "Create a Permanent Reservation" Cancel a Reservation XE "Cancel a Reservation" When a user cancels a reservation, the confirmation window now includes the reservation’s cancellation policy.Uncancel a Reservation XE "Uncancel a Reservation" Cancel All Holds for a Day XE "Cancel All Holds for a Day" Advance Deposits XE "Advance Deposits" Post an Advance Deposit or Refund XE "Post an Advance Deposit or Refund" In the past, properties were having issues when an advance deposit was incorrectly entered due to the user putting an amount in the ‘Discount’ field. AutoClerk has made several changes to make the Advance Deposit screen more understandable, as well as restrict the use of the ‘Discount’ field.The following changes have been made:The ‘Discount’ field has been changed into a button and is now labeled ‘TA Withholding’.In order to post a TA Withholding, the user must have at least a Level 5 permission level. Permission Level is set per clerk in ACAdmin.When you click on the TA Withholding button, a new window will appear allowing the user to put in the amount the TA is withholding from the advance deposit check for his commission.Once the Withholding amount has been entered, the user will see the amount of the deposit to be applied to the guest’s folio, the amount being withheld and the amount of the check.This will make it easier to verify the amounts before clicking ok to post the deposit.If the logged in user does not have at least Level 5 permission, they will receive a warning pop-up that they cannot post the withholding.Deposit Folio XE "Deposit Folio" Advanced Deposit Report XE "Advanced Deposit Report" Cancelled Reservations with Deposits Report XE "Cancelled Reservations with Deposits Report" Deposits Due Report XE "Deposit Due Report" This report now includes the arrival date of the guest’s reservation.This report now includes options so you can run the report with different sorts and parameters, including being able to specify a date range; show due dates that are not the arrival date; and show those with enough deposit to cover the amount needed.List Reservations XE "List Reservations" Reservation Report Generator XE "Reservation Report Generator" This is a new report which allows the user to create and run a report on reservations. It is similar to the Report Generator under Gen Reports – Guest Reports.It includes all reservations and allows the user to select which fields they want to see in the report.The user can define parameters and then set the format so it can be run in the future without having to reset the parameters each time.Setting a format or template is the same as in the Inhouse Report GeneratorPrint Registration Slips XE "Print Registration Slips" Print Confirmation Letters XE "Print Confirmation Letters" Check-In XE "Check-In" Check-In a Walk-In XE "Check-In a Walk-In" Check in a Guest with a Reservation XE "Check in a Guest with a Reservation" When a user checks in a reservation, if that reservation has additional reservations that have been set up to be billed to it, when an authorization is taken, AutoClerk now calculates those other reservations in the amount to be taken.The parameters AutoClerk follows in determining the authorization amount to get for the master folio are:If all charges are being billed, AutoClerk will calculate room + tax + fudge factor to the master folio.If only some charges are being billed and room IS included, the master folio will include room + tax. The individual guest will get the fudge factor on their folio when they check in.If only some charges are being billed and room is NOT included, the master will NOT include an amount for that reservation.AutoClerk will look for any reservations arriving within the next seven (7) days and include any amounts as applicable and following the above rules.The Night Audit will also use these rules in determining if an additional authorization needs to be obtained.Modify a Check-In XE "Modify a Check-In" Modify Folio Information XE "Modify Folio Information" With the 120 day restriction gone, users can extend the stay of an inhouse guest up to 500 nights.When the user goes into Modify Folio Information, he can click on File and have the ability to ‘Show Share-withs’ and ‘Show Bill-Tos’. If the inhouse room/folio is associated with a Share-with or a Bill-to a page is displayed which shows the associations.Room Transfer XE "Room Transfer" Open Additional Room Folio(s) XE "Open Additional Room Folio(s)" Print a Blank Registration Slip XE "Print Blank Registration Slips" Check Out XE "Check Out" Posting XE "Posting" Post to a Room XE "Post to a Room" When posting a Room charge to a guest who is tax-exempt from Occupancy tax(es), if the property has a flat occupancy tax, AutoClerk no longer asks if you want to post the tax.Auto-Posting XE "Auto-Posting" Void Folio Posting XE "Void Folio Posting" A property now has the ability to restrict which users have the ability to Void a Folio Posting. The restriction is based on Permission Level. Permission Levels are set in ACAdmin. The restriction level is set in ACConfig – Defaults/Options – Options.If you set the level to be 7, then only a logged in user with a permission level of 7 or higher will be allowed to Void a Folio transaction. Lower permission level users will get a pop-up telling them they do not have permission to void and to contact a manger.Post to No Room XE "Post to No Room" Post a Ticket XE "Post to a Ticket" Transfer Folio Transaction(s) XE "Transfer Folio Transation(s)" Properties with long-term stays were frequently transferring large numbers of transactions from folio to folio. This was causing the ledgers to overflow. This has been relieved by 1) the allowance of stay up to 500 nights; and 2) a warning to the user of the potential and not allowing excess transfers.The Transfer Folio Transactions form now has a ‘Select All’ and ‘Select None’ button.Transfer an Advance Deposit to a Folio XE "Transfer an Advance Deposit to a Folio" Folio Printing XE "Folio Printing" General Reports XE "General Reports" AutoClerk is in the process of converting its reports into a ‘Fast Reports’ format. Many of the Guest Reports, Room Status Reports and all of the Transaction Reports have been converted to the Fast Report format. The reports will look quite different however if you select Display, you can do multiple tasks:The Title Bar contains Hotel and Xtra so the user can open additional instances of AutoClerk and multi-task while still viewing the report.Underneath the Title Bar are icons (left to right) which allow the user to:Print to the default printer installed on that computerExport in various formats including html, text and csv; email; pdf; and excel formatsOpen directly into a pdf format. (The computer MUST already have a PDF reader installed.)EmailAutoClerk auto fills the data under the ‘Account’ tab. The user can change the information but they will need to know all the credentials as AutoClerk Support will not.The user fills out the fields in the Email tab such as the Address of who is receiving the email and a note. When you click ‘ok’, you are prompted to save the report prior to sending. The default is a pdf but the user can change it by selecting another choice from the drop down. Save the export format. You will be returned to the report when the email has been sent.Find. This allows you to search throughout the report.Reports using the new format are noted with ‘Fast Report’ in the listings below.Guest Reports XE "Guest Reports" Telephone List XE "Telephone List" Fast ReportThis report now has three (3) possible ‘styles’: Last Name/Room Number; Room Number/Last Name; and Condensed by Last Name. The default is Last Name/Room Number. The other styles can be selected through Options.Inhouse Guests XE "Inhouse Guests" Inhouse Statistics Report XE "Inhouse Statistics Report" This now prints in Landscape mode to avoid unnecessary multiple pages. The rates sections for MTD and YTD are still on one page each to account for unknown number of rate classes at a property.Inhouse Company XE "Inhouse Company" Payment Due/High Balance XE "Payment Due/High Balance" Cash Paying Guests XE "Cash Paying Guests" Fast ReportCRS Prepaid Deposit XE "CRS Prepaid Deposit" Complimentary Rooms XE "Complimentary Rooms" Fast ReportHousekeeping XE "Housekeeping" The Standard Report has been removed. Users can run the Ordered Report to get their Housekeeping Reports, as well as set up templates to make the daily reports easier to run.Assign Rooms To Housekeepers XE "Assign Rooms To Housekeepers" Ordered Report XE "Ordered Report" Fast ReportNon-Vacant and Dirty Rooms Only XE "Non-Vacant and Dirty Rooms Only" Out-of-Order Rooms XE "Out-of-Order Rooms" Maid Sheets by Number of Rooms XE "Maid Sheets by Number of Rooms" Maid Sheets by Number of Maids XE "Maid Sheets by Number of Maids" Setup Room Ordering and Suppression XE "Setup Room Ordering and Suppression" Room Notes - Add/Mod/View/Delete XE "Room Notes - Add/Mod/View/Delete" Setup Housekeepers XE "Setup Housekeepers" Today's Setup XE "Today's Setup" Lookup Housekeepers XE "Lookup Housekeepers" Historical Housekeeping XE "Historical Housekeeping" Checkouts Due XE "Checkouts Due" Fast ReportChecked out Guests XE "Checked out Guests" Stayovers XE "Stayovers" Fast ReportBill to List XE "Bill to List" Fast ReportShare-with List XE "Share-with List" Fast ReportReport Generator XE "Report Generator" Rate Exception Report XE "Rate Exception Report" This report has been re-worked so that it now:If a room has multiple folios, all folios appear on one (1) line in the reportThere is a new column: Avg Initial Rate. This takes all a folio’s initial rates and divides by the number of folios. It then compares it to the total quoted rate to arrive at the difference.The Rate Class only looks at the Rate Class on Folio AIf room and tax was posted prior to the audit and then suppressed on the audit, there is no longer confusing working and spacing on the report.Prints on 1 page in Landscape for non-BW properties.Licenses, Automobile XE "Licenses, Automobile" Travel Agent Check Processing XE "Travel Agent Check Processing" TA Check Printing (rtf) XE "TA Check Printing (rtf)" Users now have the ability to format their own TA Commission checks.Once in the TA Check Report Options window, click on Help - Documentation for instructions on how to set up your check. Click on Help – Variables/Tokens for a list of the tokens used in creating a check template.TA Check Printing (Old format) XE "TA Check Printing (Old format)" TA Check Report XE "TA Check Report" This uses the new check format. If ‘Run Checks’ is ghosted out, then you have not set up and installed a new check template and must use the old format.Secondary TA Check Report XE "Secondary TA Check Report" Historical TA Check (rtf) Report XE "Historical TA Check (rtf) Report" NotesFast ReportAll three (3) reports have options in which you can combine them all into one or limit which data you want to see. XE "Notes" All Notes XE "All Notes" Guest Folio Notes XE “Guest Folio Notes" Undelivered Guests Messages XE “Undelivered Guest Messages" Forms XE "Forms" Yield Management Notes XE "Yield Management Notes" Checklist XE "Checklist" Fast ReportWork Schedule XE "Work Schedule" Fast ReportPrint Folios Due to Checkout XE "Print Folios Due to Checkout" Print All Inhouse Guest Folios XE "Print All Inhouse Guest Folios" Room Status XE "Room Status" Occupancy XE "Occupancy" Availability XE "Availability" House Status XE "House Status" Forecast XE "Forecast" View Rooms XE "View Rooms" Fast ReportRoom Chart XE "Room Chart" Fast ReportCompressed Room Chart XE "Compressed Room Chart" Fast ReportThe Tape Chart now uses the new format for printing.Electronic Room Rack XE "Electronic Room Rack" Block Rooms XE "Block Rooms" An issue disallowing blocking rooms if there was an OOO room has been resolved.Individual Room Status XE "Individual Room Status" Room Features XE "Room Features" Mark All Rooms Clean XE "Mark All Rooms Clean" Update Rooms Status XE "Update Room Status" Discrepancy Report XE "Discrepancy Report" Room Allocation Monitor XE "Room Allocation Monitor" Room Type Status XE "Room Type Status" Transaction Reports XE "Transaction Reports" Fast ReportStandard (M1 and Sorted Detail) XE "Standard (M1 and Sorted Detail)" Many users have difficulty deciphering the ‘Non-Taxable Room Revenue’ amount on the M1.You can now hide that data.Log into ACConfig and navigate to Defaults/Options->Report Options->Options and check the first box.Install your changes.Removing the data from the M1 does not affect the any of the Tax Exempt Reports.The Tax Exempt Report will show only your Tax Exempt guests and not take into account any rounding or adjustments/void postings which may also affect the total ‘non-taxable room revenue’.The ‘Memo’ section of the M1 has been renamed ‘Counts’ It includes counts for various transactions and statistics.The section now includes: Unexpected Departures for Folios A, and B-D; and separates new and modified reservations.Totals Only (M1 only) XE "Totals Only (M1 Only)" Bank Deposit XE "Bank Deposit" Chronological Detail XE "Chronological Detail" Detail for a Specific Transaction Type XE "Details for Specific Trans Type" Today's Adjustments XE "Today's Adjustments" Historical Transaction Analysis Report XE "Historical Trans Analysis Report" Registration Slip Numbers Report XE "Registration Slip Numbers Report" Inhouse Tax Exempt Setting XE "Inhouse Tax Exempt Setting" Tax Posting Variations Report XE "Tax Posting Variations Report" Tax Exempt Report XE "Tax Exempt Report" Past Transaction Reports XE "Past Transaction Reports" Standard (M1 and Sorted Detail) XE "Past Reports:Standard (M1 and Sorted Detail)" Totals Only (M1 Only) XE "Past Reports:Totals Only (M1 Only)" Bank Deposit XE "Past Reports:Bank Deposit" Chronological Detail XE "Past Reports:Chronological Detail" Detail for Specific Transaction Type XE "Past Reports:Detail for Specific Transaction Type" Historical Adjustments XE "Past Reports:Historical Adjustments" Tape Chart XE "Tape Chart" Users can now look at past days on the Tape Chart.Enter a previous date as the start date when you first go into the Tape Chart.Previous guests are pale green.If you right click on a past guest, you can either make a new reservation using that stay’s data (without cc information); or reprint/display the folio.If you need to make corrections on a folio, you will need to go through Historical Folios.Past Out of Order rooms are red.If you hover the mouse over an OOO room, you will see the reason why at the bottom of the screen.Inhouse Rooms are pale blue.If you are looking at previous days, you do not have the ‘Inhouse’ column as the first column. The first column will be the start date you entered.There is now a ‘Status’ column which will indicate if a room is dirty or not, instead of being in the ‘Inhouse’ column.The column appears regardless of the date span requested.City Ledger XE "City Ledger" Add a New Customer XE "Add a New Customer" When adding a new customer, the ‘CL Invoice with Conf #’. Having the reservation’s confirmation number can often help when researching a payment. Existing CL accounts will still have to be changed manually.Modify a Customer XE "Modify a Customer" Delete a Customer XE "Delete a Customer" List Names and Addresses XE "List Names and Addresses" Ledger Card(s) with Aging XE "Ledger Card(s) with Aging" Invoicing XE "Invoicing" Billings XE "Billings" Historical Payments XE "Historical Payments" Post a Payment XE "Post a Payment" Post a Partial Payment XE "Post a Partial Payment" Adjustments XE "Adjustments" Intra City Ledger Transfer XE "Intra City Ledger Transfer" Post Monthly Interest XE "Post Monthly Interest " Post Re-Occurring Charge XE "Post Re-Occurring Charge" Marketing XE "Marketing" Marketing Report Generator XE "Marketing Report Generator" The marketing Report Generator now includes a filter for Country.If the user selected the same start and end date; as well as ‘Depart’ as the ‘within date, the results were not accurate. This has been resolved.Permanent Reservations XE "Permanent Reservations" Profile Survey GeneratorSeveral issues in which a Company’s or travel Agent’s stay records were not being accurately reported have been resolved. Be aware that this only fixes data going forward and does NOT change any existing data.Room Stack Reports (Yearly and Monthly) XE "Room Stack Reports (Yearly and Monthly)" Historical Source Code Analysis XE "Historical Source Code Analysis" Historical Production Analysis by Class/Company XE "Historical Production Analysis by Class/Company" Historical TA Impact Analysis XE "Historical TA Impact Analysis" Historical Group Pickup Analysis XE "Historical Group Pickup Analysis" Historical Group vs. Non-Group Analysis XE "Historical Group vs. Non-Group Analysis" Reservation Denial Report XE "Reservation Denial Report" Reservation Denial Report by Month XE "Reservation Denial Report by Month" Yield Management XE "Yield Management" Yield Management no longer shows revenue for Group Rate Classes as that field has been eliminated. Group revenue is now reported under the single rate class for the group.Credit Cards XE "Credit Cards" Transmit Sales Batch XE "Transmit Sales Batch" Transmit Authorization Batch XE "Transmit Authorization Batch" Calculate Date of Oldest Pending Sales Batch(es) XE "Calculate Date of Oldest Pending Sales Batch(es)" Increase an Authorization XE "Increase an Authorization" Re-Assign an Authorization XE "Re-assign an Authorization" Voice Authorization XE "Voice Authorization" Undo an Authorization XE "Undo an Authorization" List All Outstanding Credit Records XE "List All Outstanding Credit Records" Print Prior Sales Batch(es) XE "Print Prior Sales Batch(es)" Show Credit Card Logs XE "Show Credit Card Logs" Void a Rebate XE "Void a Rebate" Mark a Handle for Deletion XE "Mark a Handle for Deletion" Utilities XE "Utilities" Monthly Accounting Report—M2 XE "Monthly Accounting Report—M2" Export M2—Variable XE "Export M2—Variable" Detail of Misc Posting—M3 XE "Detail of Misc Posting—M3" Enter Bank Deposit and Overage/Shortage XE "Enter Bank Deposit Overage/Shortage" Daily Cash Report (DCR) XE "Daily Cash Report (DCR)" Historical Folios XE "Historical Folios" ‘Room Count’ has now been added to the Historical Folio ExportsThe Historical Folio Export options have been renamed to be clearer. They are now called:Name, Company Address List Name, Company, and TA Addresses; Stay Data List Name, Company and TA Full Addresses; Full Stay Data List These Historical Folio exports can be accessed by clicking on Print – Export List To once you are in the main Historical Folio form.Searching in Historical Folios has been enhanced by adding ‘Whole word’ and ‘Starts Field’ options. This will be useful when searching for a 2 character name.Historical Data XE "Historical Data" Mailing Lists XE "Mailing Lists" Historical Folios XE "Historical Folios" A new tag has been added which will provide the Group confirmation number associated to a reservation.The tag for sources has been changed so if you include headers in your exports, the header will identify which source is being exported.Current Reservations XE "Current Reservations" If you have enabled Birthdays and Anniversaries to show on your reservation and Check in forms, you can now have those fields added to your mailing lists. Contact AutoClerk Support for assistance.Travel Agent Historical Folios XE "Travel Agent Historical Folios" Historical No-Shows and Cancellations XE "Historical No-shows and Cancellations" Guest Letters XE "Guest Letters" Letter Templates Editor XE "Letter Templates Editor" Users can now set the sources in Confirmation and other letters.Setup Letter Templates XE "Setup Letter Templates" Extended Setup for Letter Templates XE "Extended Setup for Letter Templates" Print Thank You Letters XE "Print Thank You Letters" View Past Night Audit Reports XE "View Past Night Audit Reports" Open QRP File XE "Open QRP File" This new menu item allows you to open reports saved in the .qrp format.Pace Report Export XE "Pace Report Export" TA to QuickBooks XE "TA to Quickbooks" CRM Exports XE "CRM Exports" Checkouts File XE "Checkout File" Arrivals File XE "Arrivals File" Call Accounting Report XE "Call Accounting Report" Administrative Extension Report XE "Administrative Extension Report" Encryption Key/Login Expiration Report XE "Encryption Key/Login Expiration Report" Best Western CRS Utilities XE "Best Western CRS Utilities" BW CRS Confirmation Reservation Report XE "BW CRS Confirmation Reservation Report" Best Western Rewards Report XE "Best Western Rewards Report" Products Report XE "Products Report" Enroll a New BWR Member XE "Enroll a New BWR Member" Lookup a BWR Member XE "Lookup a BWR Member" CRS Prepaid Deposit Unusual Activity Report XE "CRS Prepaid Deposit Unusual Activity Report" Functions XE "Functions" ACAdmin XE "ACAdmin" When setting up Users, the permission level can now restrict who can Void a Folio Transaction. (See Void a Folio Transaction, and ACConfig – Defaults/Options – Options sections for more detail.) If you have questions about this new feature, please contact AutoClerk Support.BackUpsIf your property was utilizing an extra backup during shift changes and the Night Audit, if the backup location changed, it was possible to abort the backup without entering the password. This has been fixed so the user must enter the abort password or fix the problem. This ensures that the extra backup cannot be randomly skipped.The first step in doing a backup involves AutoClerk doing a Ledger Check. Clerks were not always clicking ‘ok’ when the Ledger Check was complete which caused the backup to not start and any interfaces to remain unlogged in until the backup was complete. The Ledger Check, when complete, now has a 15 second count down which when at 0, will automatically either begin the backup or go back to the main menu. If, for some reason, your ledgers are out of balance, the error will remain on the screen until it is addressed.Function Keys XE "Function Keys" F2 - AutoClerk has re-worked the Phone Message feature to make it usable as a ‘Reminder’ system. See the details in ACConfig – Defaults/Options for more information. You may also call AutoClerk Support for more information and to enable this feature.Night Audit XE "Night Audit" ProfilesIn the past, if you were tagging profile records to be merged and navigated to another page, your previously tagged records were cleared. This has been resolved so all tagged records stick.When tagging profile records to merge, there is now a counter on the bottom of the form with how many records have been tagged.There is now a ‘Clear Tags’ button on the form.Some users/properties were having a problem discerning is a guest’s profile also had a company profile linked to it. To remedy this there have been several changes:When a user goes into a Profile, regardless of whether it is a Guest, Company or Travel Agent, and selects ‘Copy To’; if there are linked profiles, the field at the top of the screen will be yellow.The lettering in the buttons at the bottom of the ‘Copy To’ form will be in red if the fields in the Guest/Company/TA profile have been checked. If there is data but not fields are checked, then the button labels will be in black. If there is no linked Profile(s), the button will be greyed out.If a Guest’s profile has a Company profile linked to it, the Company profile, by default, will now copy into the reservation or inhouse folio. If you do not want the Company profile to default copy, you can change in ACConfig – Defaults\Options – Options by unchecking the box next to ’Profiles: Copy the company into the res when using a guest profile’.When making a group, if the user searches profiles under the Group Planner tab, and the Company profile has data in the ‘First Name’ and ‘Last Name’ fields, if the user has not already entered data in the reservation form, then that data will transfer to the reservation, if selected.ACConfig XE "ACConfig" Name of Property, Address, Cash Ceilings & Sources XE "Name of Property, Address, Cash Ceilings & Sources" Define Room Types XE "Define Room Type" The ability to mark a room type as local now requires AutoClerk’s assistance. Marking or changing a room type to ‘Local’ was causing issues in the field, especially with properties that use a CRS.Length of a Room Number XE "Length of a Room Number" Add/Modify/Delete Rooms XE "Add/Modify/Delete Rooms" Assign Building/Floors XE "Assign Building/Floors" Room Features XE "Room Features" Assign Features to Rooms XE "Assign Features to Rooms" Define Room Features XE "Define Room Features" Rates XE "Rates" Rate Class Setup XE "Rate Class Setup" The ability to mark a rate class as local now requires AutoClerk’s assistance. Marking or changing a rate class to ‘Local’ was causing issues in the field, especially with properties that use a CRS to book rooms.Rate Setup Grid XE "Rate Setup Grid” Users can see past rates in the Rate Setup Grid.Enter the date span you want to see along with the Rate Class, Rate Tier and Room Type. Once you tab out of the ‘End Date’ field, you see that past dates have a red background.If the rate class is based off another rate class, then the past percentage or flat amount will be in red. Rate Level Descriptions XE "Rate Level Descriptions" Tier Setup XE "Tier Setup" Tier Selection Rules XE "Tier Selection Rules" Package Breakout Setup XE "Package Breakout Setup" View Package Breakout Associations XE "View Package Breakout Associations" Set Property Access Codes XE "Set Property Access Codes" Edit Help Files XE "Edit Help Files" Tax Setup XE "Tax Setup" GTD/Cancel Setup XE "GTD/Cancel Setup" Rate Class GTD/Cancel Setup XE "GTD/Cancel Setup" Cancel Configuration XE "Cancel Configuration" A property can now set their Cancelation Policy, as it displays on the Reservation form, in ACConfig.For example, you want to change your cancellation policy from 4pm to 24H.Log into ACConfig and navigate to GTD/Cancel Setup – Cancel Configuration.Highlight 24H in the list.Click on the up arrow on the right side of the window until 24H is at the top of the list.Click on OK twice.Set to Install and Install your change.24 Hours will now be the default cancellation policy on the Reservation form.Changing the cancellation policy in ACConfig does NOT change any of your guest letters or registration slip.GTD Configuration XE "GTD Configuration" AutoClerk technicians can now easily add and/or modify a property’s Guarantee policies through ACConfig. Because changing Guarantee policies can have an effect on CRS sources reservations, the changes are protected by Tech mode and MUST be done by an AutoClerk technician. If your need changes made to your Guarantee policies, please contact AutoClerk Support during normal business hours.BW Configuration XE "BW Configuration" Set Maximum Days XE "Set Maximum Days" Set BW Tier Popup Descriptions XE "Set BW Tier Popup Descriptions" BW Options XE "BW Options" Product Mapping XE "Product Mapping" Travel Agent Check Format XE "Travel Agent Check Format" Set Options XE "Set Options" Defaults/Options XE "Defaults/Options" Guest Email Setup XE "Guest Email Setup" The option to make email mandatory for guests has been moved here. If enabled, a guest email is required on all reservations and check-ins.eLetters Email Setup XE "eLetters Email Setup" For properties that use eLetters, changes to the setting can now be done here. This is mainly for AutoClerk techs.If you do not have eLetters and are interested, please contact AutoClerk Sales during regular business hours.Define Buildings XE "Define Buildings" Set Housekeeping Defaults XE "Set Housekeeping Defaults" Set Housekeeping Room Use XE "Set Housekeeping Room Use" Set Reservation Options XE "Set Reservation Options" Options XE "Options" For many years AutoClerk has had an option which allows users to add in a phone message to a guest’s reservation or inhouse folio. It was mostly used by properties that did not have a voicemail system.Although the function still exists, AutoClerk has modified it to be a user configurable field and function. To set up the feature, once the user has logged into ACConfig, click on ‘Set Options’.The Option is ‘GMES!’. Say yes to the prompts to enable the function.Once you are back at the ACConfig main menu, navigate to ‘Defaults/Options – Options’. About 2/3 down the page you will see ‘F2-Message Caption’. Enter what you would like the button to say.Save, Set to Pending and Install your changes.Once the function is enabled, users have the ability to name the field. For example, a property could label the field ‘Reminders’.Once a reservation has been created, the user will see a button above the addresses labeled ‘Reminders’. By clicking on the button, clerks can add in reminders for the guest, such as a pending dinner reservation. The button’s label will turn red, indicating a reminder has been set.Clerks also have the ability to mark the reminder as delivered to the guest. Once a Reminder has been delivered, the label reverts to black.A clerk can quickly put in a reminder for an inhouse guest by clicking on F2-Guest, highlighting the guest name and then clicking on the Reminder button.Any undelivered ‘Reminders’ will be printed on the Night Audit in its own report as long as the ‘Undelivered Guest Message Report’ has not been marked to be suppressed.AutoClerk now allows a property to restrict which users can ‘Void a Folio Posting’.There is a new line in the Options screen:‘Allow user level n and above to void transactions’‘n’ is the permission level which is set per clerk in ACAdminIf you set ‘n’ to be 7, then only a logged in user with a permission level of 7 or higher will be allowed to Void a Folio transaction. Lower permission level users will get a pop-up telling them they do not have permission to Void and to contact a manger.If a Guest’s profile has a Company profile linked to it, the Company profile, by default, will now copy into the reservation or inhouse folio. If you do not want the Company profile to default copy, you can change it here. Uncheck the box next to ’Profiles: Copy the company into the res when using a guest profile’.Report Options XE "Report Options" Options XE "Options" This is where the user can mark to hide the ‘Non-taxable Room’ line on the M1.Setup Pace Data Export Parameters XE "Setup Pace Data Export Parameters" Support Options XE "Support Options" This is where an AutoClerk technician would enable a property’s Revenue Management System (RMS) interface.Night Audit Report Suppression XE "Night Audit Report Supression" There is now a ‘Select All’ and ‘Select None’ button on the form.Set AutoClerk Colors XE "Set Autoclerk Colors" Set CRS Channels XE "Set CRS Channels" Transaction Types XE "Transaction Types" Define Charge and Payment Types XE "Define Charge and Payment Types" Setup Credit Card Mapping for Interfaces XE "Setup Credit Card Mapping for Interfaces" Setup CRM Charge Types XE "Setup CRM Charge Types" Setup Mas90/QuickBooks Mapping XE "Setup Mas90/Quickbooks Mapping" Source Code Text File Setup XE "Source Code Text File Setup" If your property uses a CRS, you can now map multiple source codes to one. The AutoClerk source code will appear on the reservation, but you can enter multiple source codes that will be coming in on the reservation from the CRS.Define TA Commission XE "Define TA Commission" Exit XE "Exit" Software and Application Upgrades XE "Software and Application Upgrades" Misc XE "Misc" AutoClerk’s eMarketing service has been renamed eLetters.We have added three (3) new letters which can be automatically sent to guests provided they have an email address. They are:No showCheck in (Welcome letter)Reinstate (Uncancel) a reservationPlease contact AutoClerk Sales during regular business hours if you would like more information on this feature.When a user clicks on ‘Help’ on the tool bar, he will now see ‘Support’. When clicked, a browser window opens to ‘support.’ so the user simply needs to enter the session key given to them by an AutoClerk support personnel.Specifications XE "Specifications" Interfaces XE "Interfaces" Central Reservation System (CRS) XE "Central Reservation System (CRS)" Revenue Management System (RMS) XE "Revenue Management System (RMS)" AutoClerk has now certified with Duetto and PriceMatch RMSs. If you are interested in either of these interfaces, please contact AutoClerk Sales.Credit Cards XE "Credit Cards" The sales batch was showing every card as being manually entered even if some had been swiped. This is only an issue with Heartland and is only a display issue. The cards were being sent to the processor as swiped if they had been swiped.Credit cards declines and error messages are clearer and more informative to the user.ID Scanner XE "IS Scanner" Keycards XE "Keycards" ResOnTheWeb XE "ResOnTheWeb" Best WesternThis version incorporates BWI’s 2013 Fall Enhancements. These include many changes to groups. Please refer to the Best Western 2013 Fall Enhancements User Guide for all of the details.Allocation Monitor and LOS RulesChanging the Status for Level A and selecting all room types was not sending an Overall message to BWI. This was causing confusion for users when looking at Member Web and the Level was not showing the correct status. This has been resolved so when a user selects all room types for Level A and makes a status change, an Overall message is sent to BWI.Best Western (BWI) 2-Way InterfaceBest Western Rewards (BWR) Central BillGroupsMiscellaneous Best Western Index of AutoClerk V9 Icons, Menus, and Commands INDEX \h "A" \c "2" \z "1033" AACAdmin, 33ACConfig, 35Add a New Customer, 26Add/Modify/Delete Rooms, 35Adjustments, 26Administrative Extension Report, 32Advance Deposits, 12Advanced Deposit Report, 12All Notes, 21Arrivals File, 32Assign Building/Floors, 35Assign Features to Rooms, 35Assign Rooms To Housekeepers, 19AutoClerk, 9Auto-Posting, 16Availability, 22BBank Deposit, 24Best Western CRS Utilities, 32Best Western Rewards Report, 32Bill to List, 20Billings, 26Block Rooms, 22BW Configuration, 37BW CRS Confirmation Reservation Report, 32BW Options, 37CCalculate Date of Oldest Pending Sales Batch(es), 29Call Accounting Report, 32Cancel a Group, 11Cancel a Reservation, 11Cancel All Holds for a Day, 12Cancel Configuration, 36Cancelled Reservations with Deposits Report, 12Cash Paying Guests, 19Central Reservation System (CRS), 41Check in a Guest with a Reservation, 14Check Out, 15Checked out Guests, 20Check-In, 14Check-In a Walk-In, 14Checklist, 21Checkout File, 32Checkouts Due, 20Chronological Detail, 24City Ledger, 26Complimentary Rooms, 19Compressed Room Chart, 22Create a New Group Master, 10Create a Permanent Reservation, 11Create Using a Folio, 10Create Using an Existing Reservation, 10Credit Cards, 29, 41CRM Exports, 32CRS Prepaid Deposit, 19CRS Prepaid Deposit Unusual Activity Report, 32Current Reservations, 30Customer Rooming List, 11DDaily Cash Report (DCR), 30Defaults/Options, 37Define Buildings, 37Define Charge and Payment Types, 39Define Room Features, 35Define Room Type, 35Define TA Commission, 39Delete a Customer, 26Deposit Due Report, 12Deposit Folio, 12Detail of Misc Posting—M3, 30Details for Specific Trans Type, 24Discrepancy Report, 22EEdit Help Files, 36Electronic Room Rack, 22eLetters Email Setup, 37Encryption Key/Login Expiration Report, 32Enroll a New BWR Member, 32Enter Bank Deposit Overage/Shortage, 30Exit, 39Export M2—Variable, 30Extended Setup for Letter Templates, 31FFolio Printing, 17Forecast, 22Forms, 21Function Keys, 33Functions, 33Future Inhouse Guest, 11GGeneral Reports, 18Group Pickup Report, 11Group Room Management, 11Groups, 10GTD Configuration, 36GTD/Cancel Setup, 36Guest Email Setup, 37Guest Folio Notes, 21Guest Letters, 31Guest Reports, 18HHistorical Data, 30Historical Folios, 30Historical Group Pickup Analysis, 27Historical Group vs. Non-Group Analysis, 27Historical Housekeeping, 20Historical No-shows and Cancellations, 31Historical Payments, 26Historical Production Analysis by Class/Company, 27Historical Source Code Analysis, 27Historical TA Check (rtf) Report, 21Historical TA Impact Analysis, 27Historical Trans Analysis Report, 24House Status, 22Housekeeping, 19IIncrease an Authorization, 29Individual Room Status, 22Inhouse Company, 19Inhouse Guests, 19Inhouse Statistics Report, 19Inhouse Tax Exempt Setting, 24Interfaces, 41Intra City Ledger Transfer, 26Invoicing, 26IS Scanner, 41KKeycards, 41LLedger Card(s) with Aging, 26Length of a Room Number, 35Letter Templates Editor, 31Licenses, Automobile, 21List All Outstanding Credit Records, 29List Groups Due to Arrive, 11List Names and Addresses, 26List Reservations, 13Lookup a BWR Member, 32Lookup Housekeepers, 20MMaid Sheets by Number of Maids, 19Maid Sheets by Number of Rooms, 19Mailing Lists, 30Mark a Handle for Deletion, 29Mark All Rooms Clean, 22Marketing, 27Marketing Report Generator, 27Misc, 40Modify a Check-In, 14Modify a Customer, 26Modify Folio Information, 14Modify Group Allocation Rates Only, 11Modify/View a New Group Master, 11Modify/View a Reservation, 10Monthly Accounting Report—M2, 30NName of Property, Address, Cash Ceilings & Sources, 35New Reservation, 10Night Audit, 33Night Audit Report Supression, 39Non-Vacant and Dirty Rooms Only, 19Notes, 21OOccupancy, 22Open Additional Room Folio(s), 14Open QRP File, 31Options, 37, 38Ordered Report, 19Out-of-Order Rooms, 19PPace Report Export, 32Package Breakout Setup, 36Past ReportsBank Deposit, 24Chronological Detail, 24Detail for Specific Transaction Type, 24Historical Adjustments, 24Standard (M1 and Sorted Detail), 24Totals Only (M1 Only), 24Past Transaction Reports, 24Payment Due/High Balance, 19Permanent Reservations, 27Post a Partial Payment, 26Post a Payment, 26Post Advance Deposit to a Master, 11Post an Advance Deposit or Refund, 12Post Monthly Interest, 26Post Re-Occurring Charge, 26Post to a Room, 16Post to a Ticket, 16Post to No Room, 16Posting, 16Print All Inhouse Guest Folios, 22Print Blank Registration Slips, 14Print Confirmation Letters, 13Print Folios Due to Checkout, 22Print Prior Sales Batch(es), 29Print Registration Slips, 13Print Thank You Letters, 31Product Mapping, 37Products Report, 32RRate Class Setup, 35Rate Exception Report, 20Rate Level Descriptions, 36Rate Setup Grid, 35Rates, 35Re-assign an Authorization, 29Registration Slip Numbers Report, 24Reinstate a Cancelled Group, 11Report Generator, 20Report Options, 38Reservation Denial Report, 27Reservation Denial Report by Month, 27Reservation Report Generator, 13Reservations, 10ResOnTheWeb, 41Revenue Management System (RMS), 41Room Allocation Monitor, 22Room Chart, 22Room Features, 22, 35Room Notes - Add/Mod/View/Delete, 20Room Stack Reports (Yearly and Monthly), 27Room Status, 22Room Transfer, 14Room Type Status, 22SSecondary TA Check Report, 21Set Autoclerk Colors, 39Set BW Tier Popup Descriptions, 37Set CRS Channels, 39Set Housekeeping Defaults, 37Set Housekeeping Room Use, 37Set Maximum Days, 37Set Options, 37Set Property Access Codes, 36Set Reservation Options, 37Setup Credit Card Mapping for Interfaces, 39Setup CRM Charge Types, 39Setup Housekeepers, 20Setup Letter Templates, 31Setup Mas90/Quickbooks Mapping, 39Setup Pace Data Export Parameters, 39Setup Room Ordering and Suppression, 20Share-with List, 20Show Credit Card Logs, 29Software and Application Upgrades, 40Source Code Text File Setup, 39Specifications, 40Standard (M1 and Sorted Detail), 23Stayovers, 20Support Options, 39TTA Check Printing (Old format), 21TA Check Printing (rtf), 21TA Check Report, 21TA to Quickbooks, 32Tape Chart, 25Tax Exempt Report, 24Tax Posting Variations Report, 24Tax Setup, 36Telephone List, 18Tier Selection Rules, 36Tier Setup, 36Today's Adjustments, 24Today's Setup, 20Totals Only (M1 Only), 24Transaction Reports, 22Transaction Types, 39Transfer an Advance Deposit to a Folio, 16Transfer Folio Transation(s), 16Transmit Authorization Batch, 29Transmit Sales Batch, 29Travel Agent Check Format, 37Travel Agent Check Processing, 21Travel Agent Historical Folios, 31UUncancel a Reservation, 12Undelivered Guest Messages, 21Undo an Authorization, 29Update Room Status, 22Utilities, 30VView Package Breakout Associations, 36View Past Night Audit Reports, 31View Rooms, 22Voice Authorization, 29Void a Rebate, 29Void Folio Posting, 16WWork Schedule, 21YYield Management, 28Yield Management Notes, 21 ................
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