AutoClerk What’s New Version 9 060.002.005.1001 Through 060.002.005.1031 February 2015 AutoClerk What’s New Version 9 6.2.5. 1001-1031 Table of Contents TABLE OF CONTENTS ....................................................................................................................................... 2 COPYRIGHT INFORMATION ............................................................................................................................. 9 1. RESERVATIONS ...................................................................................................................................... 10 NEW RESERVATION................................................................................................................................................10 CREATE USING AN EXISTING RESERVATION.................................................................................................................10 CREATE USING A FOLIO...........................................................................................................................................10 MODIFY/VIEW A RESERVATION ................................................................................................................................10 GROUPS ..............................................................................................................................................................10 Create a New Group Master .........................................................................................................................10 Modify/View a Group Master .......................................................................................................................11 Modify Group Allocation Rates Only ............................................................................................................11 Group Room Management ...........................................................................................................................11 Post an Advance Deposit to a Master...........................................................................................................11 Cancel a Group .............................................................................................................................................11 Reinstate a Cancelled Group.........................................................................................................................11 Customer Rooming List .................................................................................................................................11 List Groups Due to Arrive ..............................................................................................................................11 Future Inhouse Guest ....................................................................................................................................11 Group Pickup Report .....................................................................................................................................11 CREATE A PERMANENT RESERVATION ........................................................................................................................11 CANCEL A RESERVATION .........................................................................................................................................11 UNCANCEL A RESERVATION .....................................................................................................................................12 CANCEL ALL HOLDS FOR A DAY ................................................................................................................................12 ADVANCE DEPOSITS ...............................................................................................................................................12 Post an Advance Deposit or Refund ..............................................................................................................12 Deposit Folio .................................................................................................................................................12 Advanced Deposit Report .............................................................................................................................12 Cancelled Reservations with Deposits Report ...............................................................................................12 Deposits Due Report .....................................................................................................................................12 LIST RESERVATIONS................................................................................................................................................13 RESERVATION REPORT GENERATOR...........................................................................................................................13 PRINT REGISTRATION SLIPS......................................................................................................................................13 PRINT CONFIRMATION LETTERS ................................................................................................................................13 2. CHECK-IN ............................................................................................................................................... 14 CHECK-IN A WALK-IN .............................................................................................................................................14 CHECK IN A GUEST WITH A RESERVATION ...................................................................................................................14 MODIFY A CHECK-IN ..............................................................................................................................................14 Modify Folio Information ..............................................................................................................................14 Room Transfer ..............................................................................................................................................14 Open Additional Room Folio(s) .....................................................................................................................14 PRINT A BLANK REGISTRATION SLIP ...........................................................................................................................14 3. CHECK OUT ............................................................................................................................................ 15 Version 1.0 2 AutoClerk What’s New Version 9 6.2.5. 1001-1031 4. POSTING ................................................................................................................................................ 16 POST TO A ROOM ..................................................................................................................................................16 AUTO-POSTING.....................................................................................................................................................16 VOID FOLIO POSTING .............................................................................................................................................16 POST TO NO ROOM ...............................................................................................................................................16 POST A TICKET ......................................................................................................................................................16 TRANSFER FOLIO TRANSACTION(S)............................................................................................................................16 TRANSFER AN ADVANCE DEPOSIT TO A FOLIO..............................................................................................................16 5. FOLIO PRINTING .................................................................................................................................... 17 6. GENERAL REPORTS ................................................................................................................................ 18 GUEST REPORTS ....................................................................................................................................................18 Telephone List ...............................................................................................................................................18 Inhouse Guests..............................................................................................................................................19 Inhouse Statistics Report ..............................................................................................................................19 Inhouse Company .........................................................................................................................................19 Payment Due/High Balance ..........................................................................................................................19 Cash Paying Guests .......................................................................................................................................19 CRS Prepaid Deposit......................................................................................................................................19 Complimentary Rooms .................................................................................................................................19 Housekeeping ...............................................................................................................................................19 Assign Rooms To Housekeepers ................................................................................................................................ 19 Ordered Report.......................................................................................................................................................... 19 Non-Vacant and Dirty Rooms Only ............................................................................................................................ 19 Out-of-Order Rooms .................................................................................................................................................. 19 Maid Sheets by Number of Rooms ............................................................................................................................ 19 Maid Sheets by Number of Maids ............................................................................................................................. 19 Setup Room Ordering and Suppression ..................................................................................................................... 20 Room Notes - Add/Mod/View/Delete ....................................................................................................................... 20 Setup Housekeepers .................................................................................................................................................. 20 Today's Setup............................................................................................................................................................. 20 Lookup Housekeepers ............................................................................................................................................... 20 Historical Housekeeping ............................................................................................................................................ 20 Checkouts Due ..............................................................................................................................................20 Checked out Guests ......................................................................................................................................20 Stayovers ......................................................................................................................................................20 Bill to List ......................................................................................................................................................20 Share-with List ..............................................................................................................................................20 Report Generator ..........................................................................................................................................20 Rate Exception Report ..................................................................................................................................20 Licenses, Automobile ....................................................................................................................................21 Travel Agent Check Processing .....................................................................................................................21 TA Check Printing (rtf)................................................................................................................................................ 21 TA Check Printing (Old format) .................................................................................................................................. 21 TA Check Report ........................................................................................................................................................ 21 Secondary TA Check Report ....................................................................................................................................... 21 Historical TA Check (rtf) Report ................................................................................................................................. 21 Notes ............................................................................................................................................................21 All Notes .................................................................................................................................................................... 21 Version 1.0 3 AutoClerk What’s New Version 9 6.2.5. 1001-1031 Guest Folio Notes ...................................................................................................................................................... 21 Undelivered Guests Messages ................................................................................................................................... 21 Forms ............................................................................................................................................................21 Yield Management Notes .......................................................................................................................................... 21 Checklist ..................................................................................................................................................................... 21 Work Schedule ........................................................................................................................................................... 21 Print Folios Due to Checkout .........................................................................................................................22 Print All Inhouse Guest Folios .......................................................................................................................22 ROOM STATUS ......................................................................................................................................................22 Occupancy ....................................................................................................................................................22 Availability ....................................................................................................................................................22 House Status .................................................................................................................................................22 Forecast ........................................................................................................................................................22 View Rooms ..................................................................................................................................................22 Room Chart ...................................................................................................................................................22 Compressed Room Chart ..............................................................................................................................22 Electronic Room Rack ...................................................................................................................................22 Block Rooms .................................................................................................................................................22 Individual Room Status .................................................................................................................................22 Room Features ..............................................................................................................................................22 Mark All Rooms Clean ...................................................................................................................................22 Update Rooms Status ...................................................................................................................................22 Discrepancy Report .......................................................................................................................................22 Room Allocation Monitor .............................................................................................................................22 Room Type Status .........................................................................................................................................22 TRANSACTION REPORTS ..........................................................................................................................................22 Standard (M1 and Sorted Detail) ..................................................................................................................23 Totals Only (M1 only) ...................................................................................................................................24 Bank Deposit .................................................................................................................................................24 Chronological Detail .....................................................................................................................................24 Detail for a Specific Transaction Type ...........................................................................................................24 Today's Adjustments.....................................................................................................................................24 Historical Transaction Analysis Report .........................................................................................................24 Registration Slip Numbers Report.................................................................................................................24 Inhouse Tax Exempt Setting .........................................................................................................................24 Tax Posting Variations Report ......................................................................................................................24 Tax Exempt Report .......................................................................................................................................24 Past Transaction Reports ..............................................................................................................................24 Standard (M1 and Sorted Detail) ............................................................................................................................... 24 Totals Only (M1 Only) ................................................................................................................................................ 24 Bank Deposit .............................................................................................................................................................. 24 Chronological Detail................................................................................................................................................... 24 Detail for Specific Transaction Type........................................................................................................................... 24 Historical Adjustments ............................................................................................................................................... 24 7. TAPE CHART .......................................................................................................................................... 25 8. CITY LEDGER .......................................................................................................................................... 26 ADD A NEW CUSTOMER .........................................................................................................................................26 MODIFY A CUSTOMER ............................................................................................................................................26 Version 1.0 4 AutoClerk What’s New Version 9 6.2.5. 1001-1031 DELETE A CUSTOMER .............................................................................................................................................26 LIST NAMES AND ADDRESSES ...................................................................................................................................26 LEDGER CARD(S) WITH AGING .................................................................................................................................26 INVOICING............................................................................................................................................................26 BILLINGS ..............................................................................................................................................................26 HISTORICAL PAYMENTS...........................................................................................................................................26 POST A PAYMENT ..................................................................................................................................................26 POST A PARTIAL PAYMENT ......................................................................................................................................26 ADJUSTMENTS ......................................................................................................................................................26 INTRA CITY LEDGER TRANSFER .................................................................................................................................26 POST MONTHLY INTEREST .......................................................................................................................................26 POST RE-OCCURRING CHARGE .................................................................................................................................26 9. MARKETING .......................................................................................................................................... 27 MARKETING REPORT GENERATOR.............................................................................................................................27 PERMANENT RESERVATIONS ....................................................................................................................................27 PROFILE SURVEY GENERATOR ..................................................................................................................................27 ROOM STACK REPORTS (YEARLY AND MONTHLY) ........................................................................................................27 HISTORICAL SOURCE CODE ANALYSIS ........................................................................................................................27 HISTORICAL PRODUCTION ANALYSIS BY CLASS/COMPANY .............................................................................................27 HISTORICAL TA IMPACT ANALYSIS ............................................................................................................................27 HISTORICAL GROUP PICKUP ANALYSIS .......................................................................................................................27 HISTORICAL GROUP VS. NON-GROUP ANALYSIS ..........................................................................................................27 RESERVATION DENIAL REPORT .................................................................................................................................27 RESERVATION DENIAL REPORT BY MONTH .................................................................................................................27 10. YIELD MANAGEMENT ........................................................................................................................ 28 11. CREDIT CARDS ................................................................................................................................... 29 TRANSMIT SALES BATCH .........................................................................................................................................29 TRANSMIT AUTHORIZATION BATCH ...........................................................................................................................29 CALCULATE DATE OF OLDEST PENDING SALES BATCH(ES) ..............................................................................................29 INCREASE AN AUTHORIZATION .................................................................................................................................29 RE-ASSIGN AN AUTHORIZATION ...............................................................................................................................29 VOICE AUTHORIZATION ..........................................................................................................................................29 UNDO AN AUTHORIZATION......................................................................................................................................29 LIST ALL OUTSTANDING CREDIT RECORDS ..................................................................................................................29 PRINT PRIOR SALES BATCH(ES) ................................................................................................................................29 SHOW CREDIT CARD LOGS ......................................................................................................................................29 VOID A REBATE .....................................................................................................................................................29 MARK A HANDLE FOR DELETION ...............................................................................................................................29 12. UTILITIES............................................................................................................................................ 30 MONTHLY ACCOUNTING REPORT—M2.....................................................................................................................30 EXPORT M2—VARIABLE ........................................................................................................................................30 DETAIL OF MISC POSTING—M3 ..............................................................................................................................30 ENTER BANK DEPOSIT AND OVERAGE/SHORTAGE ........................................................................................................30 DAILY CASH REPORT (DCR).....................................................................................................................................30 HISTORICAL FOLIOS ................................................................................................................................................30 Version 1.0 5 AutoClerk What’s New Version 9 6.2.5. 1001-1031 HISTORICAL DATA ..................................................................................................................................................30 MAILING LISTS ......................................................................................................................................................30 Historical Folios.............................................................................................................................................30 Current Reservations ....................................................................................................................................30 Travel Agent Historical Folios .......................................................................................................................31 HISTORICAL NO-SHOWS AND CANCELLATIONS ............................................................................................................31 GUEST LETTERS .....................................................................................................................................................31 Letter Templates Editor ................................................................................................................................31 Setup Letter Templates .................................................................................................................................31 Extended Setup for Letter Templates ...........................................................................................................31 Print Thank You Letters .................................................................................................................................31 VIEW PAST NIGHT AUDIT REPORTS ...........................................................................................................................31 OPEN QRP FILE ....................................................................................................................................................31 PACE REPORT EXPORT ............................................................................................................................................32 TA TO QUICKBOOKS ..............................................................................................................................................32 CRM EXPORTS .....................................................................................................................................................32 Checkouts File ...............................................................................................................................................32 Arrivals File ...................................................................................................................................................32 CALL ACCOUNTING REPORT .....................................................................................................................................32 ADMINISTRATIVE EXTENSION REPORT ........................................................................................................................32 ENCRYPTION KEY/LOGIN EXPIRATION REPORT.............................................................................................................32 BEST WESTERN CRS UTILITIES .................................................................................................................................32 BW CRS Confirmation Reservation Report ....................................................................................................32 Best Western Rewards Report ......................................................................................................................32 Products Report ............................................................................................................................................32 Enroll a New BWR Member ..........................................................................................................................32 Lookup a BWR Member ................................................................................................................................32 CRS Prepaid Deposit Unusual Activity Report ...............................................................................................32 13. FUNCTIONS ........................................................................................................................................ 33 ACADMIN ............................................................................................................................................................33 BACKUPS .............................................................................................................................................................33 FUNCTION KEYS ....................................................................................................................................................33 NIGHT AUDIT........................................................................................................................................................33 PROFILES .............................................................................................................................................................33 14. ACCONFIG.......................................................................................................................................... 35 NAME OF PROPERTY, ADDRESS, CASH CEILINGS & SOURCES ..........................................................................................35 DEFINE ROOM TYPES .............................................................................................................................................35 LENGTH OF A ROOM NUMBER .................................................................................................................................35 ADD/MODIFY/DELETE ROOMS ................................................................................................................................35 ASSIGN BUILDING/FLOORS ......................................................................................................................................35 ROOM FEATURES...................................................................................................................................................35 Assign Features to Rooms .............................................................................................................................35 Define Room Features ..................................................................................................................................35 RATES .................................................................................................................................................................35 Rate Class Setup ...........................................................................................................................................35 Rate Setup Grid .............................................................................................................................................35 Version 1.0 6 AutoClerk What’s New Version 9 6.2.5. 1001-1031 Rate Level Descriptions .................................................................................................................................36 Tier Setup ......................................................................................................................................................36 Tier Selection Rules .......................................................................................................................................36 Package Breakout Setup ...............................................................................................................................36 View Package Breakout Associations ...........................................................................................................36 SET PROPERTY ACCESS CODES..................................................................................................................................36 EDIT HELP FILES ....................................................................................................................................................36 TAX SETUP ...........................................................................................................................................................36 GTD/CANCEL SETUP..............................................................................................................................................36 Rate Class GTD/Cancel Setup........................................................................................................................36 Cancel Configuration ....................................................................................................................................36 GTD Configuration ........................................................................................................................................36 BW CONFIGURATION .............................................................................................................................................37 Set Maximum Days .......................................................................................................................................37 Set BW Tier Popup Descriptions....................................................................................................................37 BW Options ...................................................................................................................................................37 Product Mapping ..........................................................................................................................................37 TRAVEL AGENT CHECK FORMAT ...............................................................................................................................37 SET OPTIONS ........................................................................................................................................................37 DEFAULTS/OPTIONS ..............................................................................................................................................37 Guest Email Setup .........................................................................................................................................37 eLetters Email Setup .....................................................................................................................................37 Define Buildings ............................................................................................................................................37 Set Housekeeping Defaults ...........................................................................................................................37 Set Housekeeping Room Use ........................................................................................................................37 Set Reservation Options................................................................................................................................37 Options .........................................................................................................................................................37 Report Options ..............................................................................................................................................38 Options ...................................................................................................................................................................... 38 Setup Pace Data Export Parameters .......................................................................................................................... 39 Support Options ............................................................................................................................................39 Night Audit Report Suppression ....................................................................................................................39 Set AutoClerk Colors .....................................................................................................................................39 Set CRS Channels ..........................................................................................................................................39 TRANSACTION TYPES ..............................................................................................................................................39 Define Charge and Payment Types ...............................................................................................................39 Setup Credit Card Mapping for Interfaces ....................................................................................................39 Setup CRM Charge Types ..............................................................................................................................39 Setup Mas90/QuickBooks Mapping .............................................................................................................39 SOURCE CODE TEXT FILE SETUP................................................................................................................................39 DEFINE TA COMMISSION ........................................................................................................................................39 EXIT ....................................................................................................................................................................39 15. SOFTWARE AND APPLICATION UPGRADES ........................................................................................ 40 MISC...................................................................................................................................................................40 SPECIFICATIONS.....................................................................................................................................................40 16. INTERFACES ....................................................................................................................................... 41 Version 1.0 7 AutoClerk What’s New Version 9 6.2.5. 1001-1031 CENTRAL RESERVATION SYSTEM (CRS) ......................................................................................................................41 REVENUE MANAGEMENT SYSTEM (RMS) ..................................................................................................................41 CREDIT CARDS ......................................................................................................................................................41 ID SCANNER .........................................................................................................................................................41 KEYCARDS ............................................................................................................................................................41 RESONTHEWEB ....................................................................................................................................................41 17. BEST WESTERN .................................................................................................................................. 42 ALLOCATION MONITOR AND LOS RULES....................................................................................................................42 BEST WESTERN (BWI) 2-WAY INTERFACE .................................................................................................................42 BEST WESTERN REWARDS (BWR) ............................................................................................................................42 CENTRAL BILL .......................................................................................................................................................42 GROUPS ..............................................................................................................................................................42 MISCELLANEOUS BEST WESTERN ..............................................................................................................................42 INDEX OF AUTOCLERK V9 ICONS, MENUS, AND COMMANDS ....................................................................... 43 Version 1.0 8 AutoClerk What’s New Version 9 6.2.5. 1001-1031 Copyright Information Copyright 2015 AutoClerk What’s New Version 9 All 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, Inc. Address: 936 Dewing Ave., Suite G, Lafayette, CA 94549 Phone: 925.284.1005 Fax: 925.284.3423 URL: www.autoclerk.com Version 1.0 9 AutoClerk What’s New Version 9 6.2.5. 1001-1031 1. Reservations 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. 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 Class Create Using a Folio 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 Create a New Group Master The Group Rate Class field has been removed. Users now only need to enter one rate class. o 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. o Version 1.0 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 TravelClick 10 AutoClerk What’s New Version 9 6.2.5. 1001-1031 Modify/View a Group Master 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 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 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 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 Users can now reinstate a cancelled group. Reservations attached to the group will also be reinstated with the exception of previously cancelled reservations. o 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 List Groups Due to Arrive Future Inhouse Guest Group Pickup Report Create a Permanent Reservation Cancel a Reservation When a user cancels a reservation, the confirmation window now includes the reservation’s cancellation policy. Version 1.0 11 AutoClerk What’s New Version 9 6.2.5. 1001-1031 Uncancel a Reservation Cancel All Holds for a Day Advance Deposits 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: o 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. o 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. o 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. o This will make it easier to verify the amounts before clicking ok to post the deposit. o 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 Advanced Deposit Report Cancelled Reservations with Deposits Report Deposits 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. Version 1.0 12 AutoClerk What’s New Version 9 6.2.5. 1001-1031 List Reservations 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. o It includes all reservations and allows the user to select which fields they want to see in the report. o 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 Generator Print Registration Slips Print Confirmation Letters Version 1.0 13 AutoClerk What’s New Version 9 6.2.5. 1001-1031 2. Check-In Check-In a Walk-In 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: o If all charges are being billed, AutoClerk will calculate room + tax + fudge factor to the master folio. o 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. o If only some charges are being billed and room is NOT included, the master will NOT include an amount for that reservation. o AutoClerk will look for any reservations arriving within the next seven (7) days and include any amounts as applicable and following the above rules. o The Night Audit will also use these rules in determining if an additional authorization needs to be obtained. Modify a Check-In 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 Open Additional Room Folio(s) Print a Blank Registration Slip Version 1.0 14 AutoClerk What’s New Version 9 6.2.5. 1001-1031 3. Check Out Version 1.0 15 AutoClerk What’s New Version 9 6.2.5. 1001-1031 4. Posting 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 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. o 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 Post a Ticket Transfer Folio Transaction(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 Version 1.0 16 AutoClerk What’s New Version 9 6.2.5. 1001-1031 5. Folio Printing Version 1.0 17 AutoClerk What’s New Version 9 6.2.5. 1001-1031 6. 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: o The Title Bar contains Hotel and Xtra so the user can open additional instances of AutoClerk and multi-task while still viewing the report. o Underneath the Title Bar are icons (left to right) which allow the user to: Print to the default printer installed on that computer Export in various formats including html, text and csv; email; pdf; and excel formats Open directly into a pdf format. (The computer MUST already have a PDF reader installed.) Email AutoClerk 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. o 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 Telephone List Fast Report This 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. Version 1.0 18 AutoClerk What’s New Version 9 6.2.5. 1001-1031 Inhouse Guests 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 Payment Due/High Balance Cash Paying Guests Fast Report CRS Prepaid Deposit Complimentary Rooms Fast Report 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 Ordered Report Fast Report Non-Vacant and Dirty Rooms Only Out-of-Order Rooms Maid Sheets by Number of Rooms Maid Sheets by Number of Maids Version 1.0 19 AutoClerk What’s New Version 9 6.2.5. 1001-1031 Setup Room Ordering and Suppression Room Notes - Add/Mod/View/Delete Setup Housekeepers Today's Setup Lookup Housekeepers Historical Housekeeping Checkouts Due Fast Report Checked out Guests Stayovers Fast Report Bill to List Fast Report Share-with List Fast Report Report Generator Rate Exception Report This report has been re-worked so that it now: Version 1.0 o If a room has multiple folios, all folios appear on one (1) line in the report o There 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. o The Rate Class only looks at the Rate Class on Folio A o If 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. o Prints on 1 page in Landscape for non-BW properties. 20 AutoClerk What’s New Version 9 6.2.5. 1001-1031 Licenses, Automobile Travel Agent Check Processing TA Check Printing (rtf) Users now have the ability to format their own TA Commission checks. o Once in the TA Check Report Options window, click on Help Documentation for instructions on how to set up your check. o Click on Help – Variables/Tokens for a list of the tokens used in creating a check template. TA Check Printing (Old format) 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 Historical TA Check (rtf) Report Notes Fast Report All three (3) reports have options in which you can combine them all into one or limit which data you want to see. All Notes Guest Folio Notes Undelivered Guests Messages Forms Yield Management Notes Checklist Fast Report Work Schedule Fast Report Version 1.0 21 AutoClerk What’s New Version 9 6.2.5. 1001-1031 Print Folios Due to Checkout Print All Inhouse Guest Folios Room Status Occupancy Availability House Status Forecast View Rooms Fast Report Room Chart Fast Report Compressed Room Chart Fast Report The Tape Chart now uses the new format for printing. Electronic Room Rack Block Rooms An issue disallowing blocking rooms if there was an OOO room has been resolved. Individual Room Status Room Features Mark All Rooms Clean Update Rooms Status Discrepancy Report Room Allocation Monitor Room Type Status Transaction Reports Fast Report Version 1.0 22 AutoClerk What’s New Version 9 6.2.5. 1001-1031 Standard (M1 and Sorted Detail) Many users have difficulty deciphering the ‘Non-Taxable Room Revenue’ amount on the M1. o o 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. Version 1.0 The section now includes: Unexpected Departures for Folios A, and B-D; and separates new and modified reservations. 23 AutoClerk What’s New Version 9 6.2.5. 1001-1031 Totals Only (M1 only) Bank Deposit Chronological Detail Detail for a Specific Transaction Type Today's Adjustments Historical Transaction Analysis Report Registration Slip Numbers Report Inhouse Tax Exempt Setting Tax Posting Variations Report Tax Exempt Report Past Transaction Reports Standard (M1 and Sorted Detail) Totals Only (M1 Only) Bank Deposit Chronological Detail Detail for Specific Transaction Type Historical Adjustments Version 1.0 24 AutoClerk What’s New Version 9 6.2.5. 1001-1031 7. Tape Chart Users can now look at past days on the Tape Chart. o Enter a previous date as the start date when you first go into the Tape Chart. o Previous guests are pale green. o 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. o Inhouse Rooms are pale blue. o 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. o Version 1.0 The column appears regardless of the date span requested. 25 AutoClerk What’s New Version 9 6.2.5. 1001-1031 8. City Ledger 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 Delete a Customer List Names and Addresses Ledger Card(s) with Aging Invoicing Billings Historical Payments Post a Payment Post a Partial Payment Adjustments Intra City Ledger Transfer Post Monthly Interest Post Re-Occurring Charge Version 1.0 26 AutoClerk What’s New Version 9 6.2.5. 1001-1031 9. Marketing 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 Profile Survey Generator Several issues in which a Company’s or travel Agent’s stay records were not being accurately reported have been resolved. o Be aware that this only fixes data going forward and does NOT change any existing data. Room Stack Reports (Yearly and Monthly) Historical Source Code Analysis Historical Production Analysis by Class/Company Historical TA Impact Analysis Historical Group Pickup Analysis Historical Group vs. Non-Group Analysis Reservation Denial Report Reservation Denial Report by Month Version 1.0 27 AutoClerk What’s New Version 9 6.2.5. 1001-1031 10. 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. Version 1.0 28 AutoClerk What’s New Version 9 6.2.5. 1001-1031 11. Credit Cards Transmit Sales Batch Transmit Authorization Batch Calculate Date of Oldest Pending Sales Batch(es) Increase an Authorization Re-Assign an Authorization Voice Authorization Undo an Authorization List All Outstanding Credit Records Print Prior Sales Batch(es) Show Credit Card Logs Void a Rebate Mark a Handle for Deletion Version 1.0 29 AutoClerk What’s New Version 9 6.2.5. 1001-1031 12. Utilities Monthly Accounting Report—M2 Export M2—Variable Detail of Misc Posting—M3 Enter Bank Deposit and Overage/Shortage Daily Cash Report (DCR) Historical Folios ‘Room Count’ has now been added to the Historical Folio Exports The Historical Folio Export options have been renamed to be clearer. They are now called: o o o 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 Mailing Lists 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 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. Version 1.0 30 AutoClerk What’s New Version 9 6.2.5. 1001-1031 Travel Agent Historical Folios Historical No-Shows and Cancellations Guest Letters Letter Templates Editor Users can now set the sources in Confirmation and other letters. Setup Letter Templates Extended Setup for Letter Templates Print Thank You Letters View Past Night Audit Reports Open QRP File This new menu item allows you to open reports saved in the .qrp format. Version 1.0 31 AutoClerk What’s New Version 9 6.2.5. 1001-1031 Pace Report Export TA to QuickBooks CRM Exports Checkouts File Arrivals File Call Accounting Report Administrative Extension Report Encryption Key/Login Expiration Report Best Western CRS Utilities BW CRS Confirmation Reservation Report Best Western Rewards Report Products Report Enroll a New BWR Member Lookup a BWR Member CRS Prepaid Deposit Unusual Activity Report Version 1.0 32 AutoClerk What’s New Version 9 6.2.5. 1001-1031 13. Functions 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. BackUps If 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 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 Profiles In 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: Version 1.0 33 AutoClerk What’s New Version 9 6.2.5. 1001-1031 o 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. o 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. o 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. Version 1.0 34 AutoClerk What’s New Version 9 6.2.5. 1001-1031 14. ACConfig Name of Property, Address, Cash Ceilings & Sources Define Room Types 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 Add/Modify/Delete Rooms Assign Building/Floors Room Features Assign Features to Rooms Define Room Features Rates 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 Users can see past rates in the Rate Setup Grid. Version 1.0 o 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. o If the rate class is based off another rate class, then the past percentage or flat amount will be in red. 35 AutoClerk What’s New Version 9 6.2.5. 1001-1031 Rate Level Descriptions Tier Setup Tier Selection Rules Package Breakout Setup View Package Breakout Associations Set Property Access Codes Edit Help Files Tax Setup GTD/Cancel Setup Rate Class GTD/Cancel Setup 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. o Log into ACConfig and navigate to GTD/Cancel Setup – Cancel Configuration. o Highlight 24H in the list. o Click on the up arrow on the right side of the window until 24H is at the top of the list. o Click on OK twice. o Set to Install and Install your change. o 24 Hours will now be the default cancellation policy on the Reservation form. o Changing the cancellation policy in ACConfig does NOT change any of your guest letters or registration slip. 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 Version 1.0 36 AutoClerk What’s New Version 9 6.2.5. 1001-1031 Guarantee policies, please contact AutoClerk Support during normal business hours. BW Configuration Set Maximum Days Set BW Tier Popup Descriptions BW Options Product Mapping Travel Agent Check Format Set Options Defaults/Options 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 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 Set Housekeeping Defaults Set Housekeeping Room Use Set Reservation Options 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. Version 1.0 o Although the function still exists, AutoClerk has modified it to be a user configurable field and function. o To set up the feature, once the user has logged into ACConfig, click on ‘Set Options’. 37 AutoClerk What’s New Version 9 6.2.5. 1001-1031 o 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’. o 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 ACAdmin If 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 Options This is where the user can mark to hide the ‘Non-taxable Room’ line on the M1. Version 1.0 38 AutoClerk What’s New Version 9 6.2.5. 1001-1031 Setup Pace Data Export Parameters Support Options This is where an AutoClerk technician would enable a property’s Revenue Management System (RMS) interface. Night Audit Report Suppression There is now a ‘Select All’ and ‘Select None’ button on the form. Set AutoClerk Colors Set CRS Channels Transaction Types Define Charge and Payment Types Setup Credit Card Mapping for Interfaces Setup CRM Charge Types Setup Mas90/QuickBooks Mapping 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 Exit Version 1.0 39 AutoClerk What’s New Version 9 6.2.5. 1001-1031 15. Software and Application Upgrades Misc AutoClerk’s eMarketing service has been renamed eLetters. o o We have added three (3) new letters which can be automatically sent to guests provided they have an email address. They are: No show Check in (Welcome letter) Reinstate (Uncancel) a reservation Please 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.autoclerk.com’ so the user simply needs to enter the session key given to them by an AutoClerk support personnel. Specifications Version 1.0 40 AutoClerk What’s New Version 9 6.2.5. 1001-1031 16. Interfaces Central Reservation System (CRS) 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 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 Keycards ResOnTheWeb Version 1.0 41 AutoClerk What’s New Version 9 6.2.5. 1001-1031 17. Best Western This 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 Rules Changing 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 Interface Best Western Rewards (BWR) Central Bill Groups Miscellaneous Best Western Version 1.0 42 AutoClerk What’s New Version 9 6.2.5. 1001-1031 Index of AutoClerk V9 Icons, Menus, and Commands City Ledger, 26 Complimentary Rooms, 19 Compressed Room Chart, 22 Create a New Group Master, 10 Create a Permanent Reservation, 11 Create Using a Folio, 10 Create Using an Existing Reservation, 10 Credit Cards, 29, 41 CRM Exports, 32 CRS Prepaid Deposit, 19 CRS Prepaid Deposit Unusual Activity Report, 32 Current Reservations, 30 Customer Rooming List, 11 A ACAdmin, 33 ACConfig, 35 Add a New Customer, 26 Add/Modify/Delete Rooms, 35 Adjustments, 26 Administrative Extension Report, 32 Advance Deposits, 12 Advanced Deposit Report, 12 All Notes, 21 Arrivals File, 32 Assign Building/Floors, 35 Assign Features to Rooms, 35 Assign Rooms To Housekeepers, 19 AutoClerk, 9 Auto-Posting, 16 Availability, 22 D Daily Cash Report (DCR), 30 Defaults/Options, 37 Define Buildings, 37 Define Charge and Payment Types, 39 Define Room Features, 35 Define Room Type, 35 Define TA Commission, 39 Delete a Customer, 26 Deposit Due Report, 12 Deposit Folio, 12 Detail of Misc Posting—M3, 30 Details for Specific Trans Type, 24 Discrepancy Report, 22 B Bank Deposit, 24 Best Western CRS Utilities, 32 Best Western Rewards Report, 32 Bill to List, 20 Billings, 26 Block Rooms, 22 BW Configuration, 37 BW CRS Confirmation Reservation Report, 32 BW Options, 37 E C Edit Help Files, 36 Electronic Room Rack, 22 eLetters Email Setup, 37 Encryption Key/Login Expiration Report, 32 Enroll a New BWR Member, 32 Enter Bank Deposit Overage/Shortage, 30 Exit, 39 Export M2—Variable, 30 Extended Setup for Letter Templates, 31 Calculate Date of Oldest Pending Sales Batch(es), 29 Call Accounting Report, 32 Cancel a Group, 11 Cancel a Reservation, 11 Cancel All Holds for a Day, 12 Cancel Configuration, 36 Cancelled Reservations with Deposits Report, 12 Cash Paying Guests, 19 Central Reservation System (CRS), 41 Check in a Guest with a Reservation, 14 Check Out, 15 Checked out Guests, 20 Check-In, 14 Check-In a Walk-In, 14 Checklist, 21 Checkout File, 32 Checkouts Due, 20 Chronological Detail, 24 Version 1.0 F Folio Printing, 17 Forecast, 22 Forms, 21 Function Keys, 33 Functions, 33 Future Inhouse Guest, 11 43 AutoClerk What’s New Version 9 6.2.5. 1001-1031 List Reservations, 13 Lookup a BWR Member, 32 Lookup Housekeepers, 20 G General Reports, 18 Group Pickup Report, 11 Group Room Management, 11 Groups, 10 GTD Configuration, 36 GTD/Cancel Setup, 36 Guest Email Setup, 37 Guest Folio Notes, 21 Guest Letters, 31 Guest Reports, 18 M Maid Sheets by Number of Maids, 19 Maid Sheets by Number of Rooms, 19 Mailing Lists, 30 Mark a Handle for Deletion, 29 Mark All Rooms Clean, 22 Marketing, 27 Marketing Report Generator, 27 Misc, 40 Modify a Check-In, 14 Modify a Customer, 26 Modify Folio Information, 14 Modify Group Allocation Rates Only, 11 Modify/View a New Group Master, 11 Modify/View a Reservation, 10 Monthly Accounting Report—M2, 30 H Historical Data, 30 Historical Folios, 30 Historical Group Pickup Analysis, 27 Historical Group vs. Non-Group Analysis, 27 Historical Housekeeping, 20 Historical No-shows and Cancellations, 31 Historical Payments, 26 Historical Production Analysis by Class/Company, 27 Historical Source Code Analysis, 27 Historical TA Check (rtf) Report, 21 Historical TA Impact Analysis, 27 Historical Trans Analysis Report, 24 House Status, 22 Housekeeping, 19 N Name of Property, Address, Cash Ceilings & Sources, 35 New Reservation, 10 Night Audit, 33 Night Audit Report Supression, 39 Non-Vacant and Dirty Rooms Only, 19 Notes, 21 I O Increase an Authorization, 29 Individual Room Status, 22 Inhouse Company, 19 Inhouse Guests, 19 Inhouse Statistics Report, 19 Inhouse Tax Exempt Setting, 24 Interfaces, 41 Intra City Ledger Transfer, 26 Invoicing, 26 IS Scanner, 41 Occupancy, 22 Open Additional Room Folio(s), 14 Open QRP File, 31 Options, 37, 38 Ordered Report, 19 Out-of-Order Rooms, 19 P Pace Report Export, 32 Package Breakout Setup, 36 Past Reports Bank Deposit, 24 Chronological Detail, 24 Detail for Specific Transaction Type, 24 Historical Adjustments, 24 Standard (M1 and Sorted Detail), 24 Totals Only (M1 Only), 24 Past Transaction Reports, 24 Payment Due/High Balance, 19 Permanent Reservations, 27 Post a Partial Payment, 26 Post a Payment, 26 K Keycards, 41 L Ledger Card(s) with Aging, 26 Length of a Room Number, 35 Letter Templates Editor, 31 Licenses, Automobile, 21 List All Outstanding Credit Records, 29 List Groups Due to Arrive, 11 List Names and Addresses, 26 Version 1.0 44 AutoClerk What’s New Version 9 6.2.5. 1001-1031 Post Advance Deposit to a Master, 11 Post an Advance Deposit or Refund, 12 Post Monthly Interest, 26 Post Re-Occurring Charge, 26 Post to a Room, 16 Post to a Ticket, 16 Post to No Room, 16 Posting, 16 Print All Inhouse Guest Folios, 22 Print Blank Registration Slips, 14 Print Confirmation Letters, 13 Print Folios Due to Checkout, 22 Print Prior Sales Batch(es), 29 Print Registration Slips, 13 Print Thank You Letters, 31 Product Mapping, 37 Products Report, 32 Set Reservation Options, 37 Setup Credit Card Mapping for Interfaces, 39 Setup CRM Charge Types, 39 Setup Housekeepers, 20 Setup Letter Templates, 31 Setup Mas90/Quickbooks Mapping, 39 Setup Pace Data Export Parameters, 39 Setup Room Ordering and Suppression, 20 Share-with List, 20 Show Credit Card Logs, 29 Software and Application Upgrades, 40 Source Code Text File Setup, 39 Specifications, 40 Standard (M1 and Sorted Detail), 23 Stayovers, 20 Support Options, 39 T R TA Check Printing (Old format), 21 TA Check Printing (rtf), 21 TA Check Report, 21 TA to Quickbooks, 32 Tape Chart, 25 Tax Exempt Report, 24 Tax Posting Variations Report, 24 Tax Setup, 36 Telephone List, 18 Tier Selection Rules, 36 Tier Setup, 36 Today's Adjustments, 24 Today's Setup, 20 Totals Only (M1 Only), 24 Transaction Reports, 22 Transaction Types, 39 Transfer an Advance Deposit to a Folio, 16 Transfer Folio Transation(s), 16 Transmit Authorization Batch, 29 Transmit Sales Batch, 29 Travel Agent Check Format, 37 Travel Agent Check Processing, 21 Travel Agent Historical Folios, 31 Rate Class Setup, 35 Rate Exception Report, 20 Rate Level Descriptions, 36 Rate Setup Grid, 35 Rates, 35 Re-assign an Authorization, 29 Registration Slip Numbers Report, 24 Reinstate a Cancelled Group, 11 Report Generator, 20 Report Options, 38 Reservation Denial Report, 27 Reservation Denial Report by Month, 27 Reservation Report Generator, 13 Reservations, 10 ResOnTheWeb, 41 Revenue Management System (RMS), 41 Room Allocation Monitor, 22 Room Chart, 22 Room Features, 22, 35 Room Notes - Add/Mod/View/Delete, 20 Room Stack Reports (Yearly and Monthly), 27 Room Status, 22 Room Transfer, 14 Room Type Status, 22 U S Uncancel a Reservation, 12 Undelivered Guest Messages, 21 Undo an Authorization, 29 Update Room Status, 22 Utilities, 30 Secondary TA Check Report, 21 Set Autoclerk Colors, 39 Set BW Tier Popup Descriptions, 37 Set CRS Channels, 39 Set Housekeeping Defaults, 37 Set Housekeeping Room Use, 37 Set Maximum Days, 37 Set Options, 37 Set Property Access Codes, 36 Version 1.0 V View Package Breakout Associations, 36 View Past Night Audit Reports, 31 View Rooms, 22 45 AutoClerk What’s New Version 9 6.2.5. 1001-1031 Voice Authorization, 29 Void a Rebate, 29 Void Folio Posting, 16 Y Yield Management, 28 Yield Management Notes, 21 W Work Schedule, 21 Version 1.0 46