What’s New Version 6.0 to 8.0 - myAutoClerk Help...
Transcript of What’s New Version 6.0 to 8.0 - myAutoClerk Help...
AutoClerk What’s New Version 9
060.002.005.1001Through
060.002.005.1031
February 2015
AutoClerk What’s New Version 9 6.2.5. 1001-1031
Table of ContentsTABLE OF CONTENTS.................................................................................................................................... 2
COPYRIGHT INFORMATION.......................................................................................................................... 9
1. RESERVATIONS................................................................................................................................... 10
NEW RESERVATION..............................................................................................................................................10CREATE USING AN EXISTING RESERVATION...............................................................................................................10CREATE USING A FOLIO........................................................................................................................................10MODIFY/VIEW A RESERVATION..............................................................................................................................10GROUPS.............................................................................................................................................................10
Create a New Group Master.......................................................................................................................10Modify/View a Group Master.....................................................................................................................11Modify Group Allocation Rates Only...........................................................................................................11Group Room Management.........................................................................................................................11Post an Advance Deposit to a Master.........................................................................................................11Cancel a Group............................................................................................................................................11Reinstate a Cancelled Group.......................................................................................................................11Customer Rooming List...............................................................................................................................11List Groups Due to Arrive.............................................................................................................................11Future Inhouse Guest..................................................................................................................................11Group Pickup Report...................................................................................................................................11
CREATE A PERMANENT RESERVATION......................................................................................................................11CANCEL A RESERVATION.......................................................................................................................................11UNCANCEL A RESERVATION...................................................................................................................................12CANCEL ALL HOLDS FOR A DAY..............................................................................................................................12ADVANCE DEPOSITS.............................................................................................................................................12
Post an Advance Deposit or Refund............................................................................................................12Deposit Folio...............................................................................................................................................12Advanced Deposit Report............................................................................................................................12Cancelled Reservations with Deposits Report..............................................................................................12Deposits Due Report....................................................................................................................................12
LIST RESERVATIONS..............................................................................................................................................13RESERVATION REPORT GENERATOR.........................................................................................................................13PRINT REGISTRATION SLIPS....................................................................................................................................13PRINT CONFIRMATION LETTERS..............................................................................................................................13
2. CHECK-IN............................................................................................................................................ 14
CHECK-IN A WALK-IN...........................................................................................................................................14CHECK IN A GUEST WITH A RESERVATION.................................................................................................................14MODIFY A CHECK-IN............................................................................................................................................14
Modify Folio Information............................................................................................................................14Room Transfer.............................................................................................................................................14Open 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................................................................................................................................................16AUTO-POSTING...................................................................................................................................................16VOID FOLIO POSTING...........................................................................................................................................16POST TO NO ROOM.............................................................................................................................................16POST A TICKET....................................................................................................................................................16TRANSFER FOLIO TRANSACTION(S)..........................................................................................................................16TRANSFER AN ADVANCE DEPOSIT TO A FOLIO...........................................................................................................16
5. FOLIO PRINTING.................................................................................................................................. 17
6. GENERAL REPORTS.............................................................................................................................. 18
GUEST REPORTS..................................................................................................................................................18Telephone List.............................................................................................................................................18Inhouse Guests............................................................................................................................................19Inhouse Statistics Report.............................................................................................................................19Inhouse Company........................................................................................................................................19Payment Due/High Balance........................................................................................................................19Cash Paying Guests.....................................................................................................................................19CRS Prepaid Deposit....................................................................................................................................19Complimentary Rooms................................................................................................................................19Housekeeping..............................................................................................................................................19
Assign Rooms To Housekeepers................................................................................................................................19Ordered Report.........................................................................................................................................................19Non-Vacant and Dirty Rooms Only............................................................................................................................19Out-of-Order Rooms.................................................................................................................................................19Maid Sheets by Number of Rooms............................................................................................................................19Maid Sheets by Number of Maids.............................................................................................................................19Setup Room Ordering and Suppression....................................................................................................................20Room Notes - Add/Mod/View/Delete.......................................................................................................................20Setup Housekeepers.................................................................................................................................................20Today's Setup............................................................................................................................................................20Lookup Housekeepers...............................................................................................................................................20Historical Housekeeping............................................................................................................................................20
Checkouts Due.............................................................................................................................................20Checked out Guests.....................................................................................................................................20Stayovers.....................................................................................................................................................20Bill to List.....................................................................................................................................................20Share-with List............................................................................................................................................20Report Generator........................................................................................................................................20Rate Exception Report.................................................................................................................................20Licenses, Automobile...................................................................................................................................21Travel Agent Check Processing....................................................................................................................21
TA Check Printing (rtf)...............................................................................................................................................21TA Check Printing (Old format).................................................................................................................................21TA Check Report........................................................................................................................................................21Secondary TA Check Report......................................................................................................................................21Historical TA Check (rtf) Report.................................................................................................................................21
Notes...........................................................................................................................................................21All Notes....................................................................................................................................................................21
Version 1.0 3
AutoClerk What’s New Version 9 6.2.5. 1001-1031
Guest Folio Notes......................................................................................................................................................21Undelivered Guests Messages..................................................................................................................................21
Forms..........................................................................................................................................................21Yield Management Notes..........................................................................................................................................21Checklist....................................................................................................................................................................21Work Schedule..........................................................................................................................................................21
Print Folios Due to Checkout.......................................................................................................................22Print All Inhouse Guest Folios......................................................................................................................22
ROOM STATUS....................................................................................................................................................22Occupancy...................................................................................................................................................22Availability..................................................................................................................................................22House Status...............................................................................................................................................22Forecast......................................................................................................................................................22View Rooms................................................................................................................................................22Room Chart.................................................................................................................................................22Compressed Room Chart.............................................................................................................................22Electronic Room Rack..................................................................................................................................22Block Rooms................................................................................................................................................22Individual Room Status...............................................................................................................................22Room Features............................................................................................................................................22Mark All Rooms Clean.................................................................................................................................22Update Rooms Status..................................................................................................................................22Discrepancy Report.....................................................................................................................................22Room Allocation Monitor............................................................................................................................22Room Type Status.......................................................................................................................................22
TRANSACTION REPORTS........................................................................................................................................22Standard (M1 and Sorted Detail)................................................................................................................23Totals Only (M1 only)..................................................................................................................................24Bank Deposit...............................................................................................................................................24Chronological Detail....................................................................................................................................24Detail for a Specific Transaction Type.........................................................................................................24Today's Adjustments...................................................................................................................................24Historical Transaction Analysis Report........................................................................................................24Registration Slip Numbers Report...............................................................................................................24Inhouse Tax Exempt Setting........................................................................................................................24Tax Posting Variations Report.....................................................................................................................24Tax Exempt Report......................................................................................................................................24Past Transaction Reports............................................................................................................................24
Standard (M1 and Sorted Detail)..............................................................................................................................24Totals Only (M1 Only)...............................................................................................................................................24Bank Deposit.............................................................................................................................................................24Chronological Detail..................................................................................................................................................24Detail for Specific Transaction Type..........................................................................................................................24Historical Adjustments..............................................................................................................................................24
7. TAPE CHART........................................................................................................................................ 25
8. CITY LEDGER....................................................................................................................................... 26
ADD A NEW CUSTOMER.......................................................................................................................................26MODIFY A CUSTOMER..........................................................................................................................................26
Version 1.0 4
AutoClerk What’s New Version 9 6.2.5. 1001-1031
DELETE A CUSTOMER...........................................................................................................................................26LIST NAMES AND ADDRESSES.................................................................................................................................26LEDGER CARD(S) WITH AGING...............................................................................................................................26INVOICING..........................................................................................................................................................26BILLINGS............................................................................................................................................................26HISTORICAL PAYMENTS.........................................................................................................................................26POST A PAYMENT................................................................................................................................................26POST A PARTIAL PAYMENT....................................................................................................................................26ADJUSTMENTS....................................................................................................................................................26INTRA CITY LEDGER TRANSFER...............................................................................................................................26POST MONTHLY INTEREST.....................................................................................................................................26POST RE-OCCURRING CHARGE...............................................................................................................................26
9. MARKETING........................................................................................................................................ 27
MARKETING REPORT GENERATOR...........................................................................................................................27PERMANENT RESERVATIONS..................................................................................................................................27PROFILE SURVEY GENERATOR................................................................................................................................27ROOM STACK REPORTS (YEARLY AND MONTHLY)......................................................................................................27HISTORICAL SOURCE CODE ANALYSIS.......................................................................................................................27HISTORICAL PRODUCTION ANALYSIS BY CLASS/COMPANY............................................................................................27HISTORICAL TA IMPACT ANALYSIS...........................................................................................................................27HISTORICAL GROUP PICKUP ANALYSIS.....................................................................................................................27HISTORICAL GROUP VS. NON-GROUP ANALYSIS........................................................................................................27RESERVATION DENIAL REPORT...............................................................................................................................27RESERVATION DENIAL REPORT BY MONTH...............................................................................................................27
10. YIELD MANAGEMENT...................................................................................................................... 28
11. CREDIT CARDS................................................................................................................................. 29
TRANSMIT SALES BATCH.......................................................................................................................................29TRANSMIT AUTHORIZATION BATCH.........................................................................................................................29CALCULATE DATE OF OLDEST PENDING SALES BATCH(ES)............................................................................................29INCREASE AN AUTHORIZATION................................................................................................................................29RE-ASSIGN AN AUTHORIZATION.............................................................................................................................29VOICE AUTHORIZATION.........................................................................................................................................29UNDO AN AUTHORIZATION....................................................................................................................................29LIST ALL OUTSTANDING CREDIT RECORDS................................................................................................................29PRINT PRIOR SALES BATCH(ES)..............................................................................................................................29SHOW CREDIT CARD LOGS....................................................................................................................................29VOID A REBATE...................................................................................................................................................29MARK A HANDLE FOR DELETION.............................................................................................................................29
12. UTILITIES......................................................................................................................................... 30
MONTHLY ACCOUNTING REPORT—M2...................................................................................................................30EXPORT M2—VARIABLE.......................................................................................................................................30DETAIL OF MISC POSTING—M3............................................................................................................................30ENTER BANK DEPOSIT AND OVERAGE/SHORTAGE......................................................................................................30DAILY CASH REPORT (DCR)..................................................................................................................................30HISTORICAL FOLIOS..............................................................................................................................................30
Version 1.0 5
AutoClerk What’s New Version 9 6.2.5. 1001-1031
HISTORICAL DATA................................................................................................................................................30MAILING LISTS....................................................................................................................................................30
Historical Folios...........................................................................................................................................30Current Reservations...................................................................................................................................30Travel Agent Historical Folios......................................................................................................................31
HISTORICAL NO-SHOWS AND CANCELLATIONS...........................................................................................................31GUEST LETTERS...................................................................................................................................................31
Letter Templates Editor...............................................................................................................................31Setup Letter Templates...............................................................................................................................31Extended Setup for Letter Templates..........................................................................................................31Print Thank You Letters...............................................................................................................................31
VIEW PAST NIGHT AUDIT REPORTS.........................................................................................................................31OPEN QRP FILE..................................................................................................................................................31PACE REPORT EXPORT..........................................................................................................................................32TA TO QUICKBOOKS............................................................................................................................................32CRM EXPORTS....................................................................................................................................................32
Checkouts File.............................................................................................................................................32Arrivals File..................................................................................................................................................32
CALL ACCOUNTING REPORT...................................................................................................................................32ADMINISTRATIVE EXTENSION REPORT......................................................................................................................32ENCRYPTION KEY/LOGIN EXPIRATION REPORT...........................................................................................................32BEST WESTERN CRS UTILITIES...............................................................................................................................32
BW CRS Confirmation Reservation Report...................................................................................................32Best Western Rewards Report.....................................................................................................................32Products Report..........................................................................................................................................32Enroll a New BWR Member.........................................................................................................................32Lookup a BWR Member..............................................................................................................................32CRS Prepaid Deposit Unusual Activity Report..............................................................................................32
13. FUNCTIONS..................................................................................................................................... 33
ACADMIN..........................................................................................................................................................33BACKUPS...........................................................................................................................................................33FUNCTION KEYS...................................................................................................................................................33NIGHT AUDIT......................................................................................................................................................33PROFILES............................................................................................................................................................33
14. ACCONFIG....................................................................................................................................... 35
NAME OF PROPERTY, ADDRESS, CASH CEILINGS & SOURCES.......................................................................................35DEFINE ROOM TYPES...........................................................................................................................................35LENGTH OF A ROOM NUMBER...............................................................................................................................35ADD/MODIFY/DELETE ROOMS..............................................................................................................................35ASSIGN BUILDING/FLOORS....................................................................................................................................35ROOM FEATURES.................................................................................................................................................35
Assign Features to Rooms...........................................................................................................................35Define Room Features.................................................................................................................................35
RATES...............................................................................................................................................................35Rate Class Setup..........................................................................................................................................35Rate Setup Grid...........................................................................................................................................35
Version 1.0 6
AutoClerk What’s New Version 9 6.2.5. 1001-1031
Rate Level Descriptions...............................................................................................................................36Tier Setup....................................................................................................................................................36Tier Selection Rules.....................................................................................................................................36Package Breakout Setup.............................................................................................................................36View Package Breakout Associations..........................................................................................................36
SET PROPERTY ACCESS CODES................................................................................................................................36EDIT HELP FILES..................................................................................................................................................36TAX SETUP.........................................................................................................................................................36GTD/CANCEL SETUP............................................................................................................................................36
Rate Class GTD/Cancel Setup......................................................................................................................36Cancel Configuration...................................................................................................................................36GTD Configuration.......................................................................................................................................36
BW CONFIGURATION...........................................................................................................................................37Set Maximum Days.....................................................................................................................................37Set BW Tier Popup Descriptions..................................................................................................................37BW Options.................................................................................................................................................37Product Mapping........................................................................................................................................37
TRAVEL AGENT CHECK FORMAT.............................................................................................................................37SET OPTIONS......................................................................................................................................................37DEFAULTS/OPTIONS.............................................................................................................................................37
Guest Email Setup.......................................................................................................................................37eLetters Email Setup....................................................................................................................................37Define Buildings..........................................................................................................................................37Set Housekeeping Defaults..........................................................................................................................37Set Housekeeping Room Use.......................................................................................................................37Set Reservation Options..............................................................................................................................37Options........................................................................................................................................................37Report Options............................................................................................................................................38
Options.....................................................................................................................................................................38Setup Pace Data Export Parameters..........................................................................................................................39
Support Options..........................................................................................................................................39Night Audit Report Suppression..................................................................................................................39Set AutoClerk Colors....................................................................................................................................39Set CRS Channels.........................................................................................................................................39
TRANSACTION TYPES............................................................................................................................................39Define Charge and Payment Types..............................................................................................................39Setup Credit Card Mapping for Interfaces...................................................................................................39Setup CRM Charge Types............................................................................................................................39Setup Mas90/QuickBooks Mapping............................................................................................................39
SOURCE CODE TEXT FILE SETUP.............................................................................................................................39DEFINE TA COMMISSION......................................................................................................................................39EXIT..................................................................................................................................................................39
15. SOFTWARE AND APPLICATION UPGRADES.......................................................................................40
MISC.................................................................................................................................................................40SPECIFICATIONS...................................................................................................................................................40
16. INTERFACES..................................................................................................................................... 41
Version 1.0 7
AutoClerk What’s New Version 9 6.2.5. 1001-1031
CENTRAL RESERVATION SYSTEM (CRS)....................................................................................................................41REVENUE MANAGEMENT SYSTEM (RMS)................................................................................................................41CREDIT CARDS....................................................................................................................................................41ID SCANNER.......................................................................................................................................................41KEYCARDS..........................................................................................................................................................41RESONTHEWEB..................................................................................................................................................41
17. BEST WESTERN................................................................................................................................ 42
ALLOCATION MONITOR AND LOS RULES..................................................................................................................42BEST WESTERN (BWI) 2-WAY INTERFACE...............................................................................................................42BEST WESTERN REWARDS (BWR)..........................................................................................................................42CENTRAL BILL.....................................................................................................................................................42GROUPS.............................................................................................................................................................42MISCELLANEOUS 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 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, Inc.Address: 936 Dewing Ave., Suite G, Lafayette, CA 94549Phone: 925.284.1005Fax: 925.284.3423URL: www.autoclerk.com
Version 1.0 9
AutoClerk What’s New Version 9 6.2.5. 1001-1031
1. ReservationsNew 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 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
Version 1.0 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.
Uncancel a Reservation
Version 1.0 11
AutoClerk What’s New Version 9 6.2.5. 1001-1031
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.
List Reservations
Version 1.0 12
AutoClerk What’s New Version 9 6.2.5. 1001-1031
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-InCheck-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. PostingPost 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
HousekeepingThe 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:
o If a room has multiple folios, all folios appear on one (1) line in the reporto 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 Ao 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.
Version 1.0 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 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.o 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.
Version 1.0 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. 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.
o 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 The column appears regardless of the date span requested.
Version 1.0 25
AutoClerk What’s New Version 9 6.2.5. 1001-1031
8. City LedgerAdd 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. MarketingMarketing 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. UtilitiesMonthly 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 Name, Company Address List o Name, Company, and TA Addresses; Stay Data List o 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. FunctionsACAdmin
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:
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.
Version 1.0 33
AutoClerk What’s New Version 9 6.2.5. 1001-1031
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. ACConfigName 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.
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.
Version 1.0 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 Guarantee policies, please contact AutoClerk Support during normal business hours.
Version 1.0 36
AutoClerk What’s New Version 9 6.2.5. 1001-1031
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.
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’.
The Option is ‘GMES!’. Say yes to the prompts to enable the function.
Version 1.0 37
AutoClerk What’s New Version 9 6.2.5. 1001-1031
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.o 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 UpgradesMisc
AutoClerk’s eMarketing service has been renamed eLetters.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
o 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. InterfacesCentral 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 CommandsA
ACAdmin, 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, 22
BBank Deposit, 24Best Western CRS Utilities, 32Best Western Rewards Report, 32Bill to List, 20Billings, 26Block Rooms, 22BW Configuration, 37BW CRS Confirmation Reservation Report, 32BW Options, 37
CCalculate 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, 20
Chronological 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, 11
DDaily 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, 22
EEdit 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, 31
FFolio Printing, 17Forecast, 22Forms, 21Function Keys, 33Functions, 33
Version 1.0 43
AutoClerk What’s New Version 9 6.2.5. 1001-1031
Future Inhouse Guest, 11
GGeneral Reports, 18Group Pickup Report, 11Group Room Management, 11Groups, 10GTD Configuration, 36GTD/Cancel Setup, 36Guest Email Setup, 37Guest Folio Notes, 21Guest Letters, 31Guest Reports, 18
HHistorical 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, 19
IIncrease an Authorization, 29Individual Room Status, 22Inhouse Company, 19Inhouse Guests, 19Inhouse Statistics Report, 19Inhouse Tax Exempt Setting, 24Interfaces, 41Intra City Ledger Transfer, 26Invoicing, 26IS Scanner, 41
KKeycards, 41
LLedger Card(s) with Aging, 26Length of a Room Number, 35Letter Templates Editor, 31Licenses, Automobile, 21
List All Outstanding Credit Records, 29List Groups Due to Arrive, 11List Names and Addresses, 26List Reservations, 13Lookup a BWR Member, 32Lookup Housekeepers, 20
MMaid 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, 30
NName of Property, Address, Cash Ceilings & Sources, 35New Reservation, 10Night Audit, 33Night Audit Report Supression, 39Non-Vacant and Dirty Rooms Only, 19Notes, 21
OOccupancy, 22Open Additional Room Folio(s), 14Open QRP File, 31Options, 37, 38Ordered Report, 19Out-of-Order Rooms, 19
PPace Report Export, 32Package Breakout Setup, 36Past Reports
Bank Deposit, 24Chronological Detail, 24Detail for Specific Transaction Type, 24Historical Adjustments, 24Standard (M1 and Sorted Detail), 24Totals Only (M1 Only), 24
Past Transaction Reports, 24Payment Due/High Balance, 19
Version 1.0 44
AutoClerk What’s New Version 9 6.2.5. 1001-1031
Permanent 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, 32
RRate 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, 22
SSecondary TA Check Report, 21Set Autoclerk Colors, 39Set BW Tier Popup Descriptions, 37Set CRS Channels, 39Set Housekeeping Defaults, 37Set Housekeeping Room Use, 37
Set 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, 39
TTA 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, 31
UUncancel a Reservation, 12Undelivered Guest Messages, 21Undo an Authorization, 29Update Room Status, 22Utilities, 30
Version 1.0 45
AutoClerk What’s New Version 9 6.2.5. 1001-1031
VView Package Breakout Associations, 36View Past Night Audit Reports, 31View Rooms, 22Voice Authorization, 29Void a Rebate, 29Void Folio Posting, 16
WWork Schedule, 21
YYield Management, 28Yield Management Notes, 21
Version 1.0 46