RoomBoss Documentation
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  • Home
  • General Feature
  • PMS
  • SSMS
  • ECS
  • Travel Agent
English
  • Property Management System (PMS)
  • Rates & Inventory Setup
    • Accommodation Setup
      • Different Room Configuration
    • Managing Rate Plans
    • Setting Rates & Restrictions
      • Managing Rates & Restrictions At The Day Level
      • Managing Rates & Restrictions with Calendars and Periods
    • Managing Invoicing & Cancellation Strategies
    • Managing OTA Rates & Restrictions
    • Automated Gap Management
    • Using Allotments
    • User Roles
  • Channel Managers
    • RoomBoss Channel Manager
      • Prior to Integration
      • Starting the Integration Process
      • Once Activated
      • Managing Rates and Restrictions
      • Managing Room Stock Available To Channel Managers
      • RoomBoss Channel Manager Dashboard
      • Other Notes
      • FAQ
    • Neppan
      • Activating the Integration
      • Once Activated
      • FAQ
  • Website Booking Engine
    • Accommodation Booking Engine
    • Website Integration
    • URL Parameter Reference
    • Conversions & Analytics
    • Web Components
    • Sync Airbnb Calendar
  • Front Desk, Reservation & Housekeeping Operation
    • Front Desk
      • Check In
      • Check Out
      • Non-Accommodation Bookings
      • Daily Procedures
        • Start of Day Procedures
        • End of Day Procedures
      • General Recommendations
    • Reservations
      • Daily Procedures
      • New Booking Requests
        • Direct Booking Requests
        • Agent Booking Requests
      • New Booking Reservations
        • Direct Booking Reservations
        • Agent Booking Reservations
        • Channel Manager Booking Reservations
      • Allocating Bookings To Rooms
      • Modified Bookings
        • Modify a Direct Booking
        • Modify an Agent Booking
        • Modified Channel Manager Booking
      • Cancel Bookings
        • Cancelling a Direct Booking
        • Cancelling an Agent Booking
        • Cancelled Channel Manager Booking
      • Packages And Non-Accommodation Bookings
        • Non-Accommodation Notification Email Received
      • Record Adults, Children, and Infants on Bookings
    • Housekeeping
      • Overview
      • Setup
      • Managing Cleaning Tasks
      • Room Status
      • Custom Housekeeping
      • Daily Procedures
      • Suggested Workflow
    • Online Self Check-in System
      • Setup
      • Check-in Processes
        • Auto Email Self Check-in URL
        • Convey Check-in ID to Guest
        • Unpopulated Check-in Forms
      • Check-in Form Search
      • Front Desk HQ Integration
      • Online Self Check-in Form URL
      • Features Coming Soon
      • FAQ
    • Guest ID Capture With AdriaScan
    • General Room Status
  • Financial & Reporting Tools
    • User Management
    • Activity Tracking
      • Bookings
      • Invoices and Payments
      • Sales Desk
    • Data Locking
      • Financial Transaction Locking
      • Reservation Locking
      • Calendar Month Locking
      • Recommended Permissions for Data Locking
    • Reports
      • Rate Audit Report
      • In House
      • Manager Report
      • Operations Report
      • Kutchan Tax Report
  • Trust Accounting
    • The Basics
    • Journal Entry Upload
    • Allow Bookings Via Trust Owner Statements
    • Managing Post-Checkout Payments and Accounts Receivable
    • Property Ownership Changes
    • Clearing Accounts
  • USER GUIDES
    • General Features Across All Systems
    • Snow School Management System (SSMS)
    • E-Commerce System (ECS)
    • RoomBoss For Agent
  • LINKS
    • RoomBoss Login
    • RoomBoss Website
    • Contact Us
    • Privacy
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Financial & Reporting Tools

Manage revenue, users, permissions, and reports.

This section contains tools and workflows to help you manage your finances and monitor business activity in RoomBoss.

Learn how to set up user access for financial data, and navigate critical reports such as the Manager Report and Operations Report. Whether you’re tracking performance, reconciling payments, or locking data, this is your go-to area for financial control and insight.

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Last updated 1 month ago

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