The Adjustment Report provides a comprehensive overview of all the property’s adjustments to reservations for a single date or date range, depending on the user's needs.
STEP 1. LOCATE REPORTS IN THE SIDEBAR MENU
From the sidebar menu, select Reports.
STEP 2. CHOOSE THE ADJUSTMENT REPORT
Once on the New Report page, select the Financial Transactions - Adjustment Report from the list of available reports.
STEP 3. RUN YOUR REPORT
Upon clicking on the report, you will notice several options from which to choose. You may select any of the following:
- Date Range (FROM and TO)
- Charge Code(s)
- Charge Type(s)
- Sort By
Select a start date and end date.
Note: An error message will appear if a user selects a date range that doesn’t fit the logical search parameters. For example, the FROM date cannot be a date after the TO date. The TO date cannot be a date before the FROM date.
Select employees to include on the report.
Select charge code(s) to include on the report.
Select charge type(s) to include on the report.
Choose to sort the results by charge code or date.
STEP 4. REVIEW YOUR SEARCH RESULTS
A typical Adjustment Report will include the following information when no additional settings have been selected:
When adjusting a reservation, users have the option to add adjustment remarks when deleting or adjusting an existing posting. Upon doing so, the comment will display in the Remark column on the Adjustment Report. However, if your adjustment remarks are not displaying on the Adjustment Report, please consider the following.
When users complete a regular posting of a negative amount to a different charge code and do not edit an existing charge, the reason entered will not be listed. Rover lists all negative charges on the report, but a regular posting (with a negative amount) does not have a reason field; hence, it will not display on the report. If, however, an existing posting is edited and the amount changed, the remark will display in the report. See the below screenshots for further clarification.