Sundry Usage Report
Report on the number and value of Sundry Charges created on accounts for a date range in RMS.
The Sundry Usage Report provides a summary of Sundry Charges used for the selected date range.
-
Information
-
Use
- Add Button
Information
The Sundry Usage Report provides a summary of Sundry Charges used for the selected date range.
The Sundry Usage Report includes the Report Type options of Detailed and Summary.
Users will be prompted to select 'Export to CSV' if the Detailed Report Type is selected and more than 9,000 transaction records exist for the selected date range.
The Sundry Usage Report includes the following information.
| Report Column | Description |
|---|---|
| Detailed | |
| Description | Sundry Charge Description. |
| Transaction ID | Unique identifier of the transactions record. |
| Date | Accounting Date is the transaction date (Financial Revenue date) when the Sundry Charge was created on the account. |
| Account Number | Account Number the Sundry Charge was created on. |
| Reservation Number | Reservation Number associated to the Account where the Sundry Charge was created. |
| Area | Area associated to the Reservation of the Account where the Sundry Charge was created. |
| Guest Name | Primary Guest's full name from the Reservation of the Account where the Sundry Charge was created. |
| User | Username of the user that created the Sundry Charge on the Account. |
| Quantity | Quantity entered when the Sundry Charge was created on the Account. |
| Amount | Total value of the Sundry Charge created on the account. |
| Summary | |
| Description | Sundry Charge Description. |
| Quantity | Total quantity entered for all Sundry Charges created on accounts in the selected period. |
| Amount | Total value for all Sundry Charges created on accounts in the selected period. |
Area, Reservation, Guest and Sundry are default System Labels that can be customised.
Users will require Security Profile access to view this report.
-
Use
- Add Button
Use
- Go to Reports > Accounting > Sundry Usage in RMS.
- Select a Date Range.
- Optional: Select a Sundry Charge.
- Select the Report Type.
- Optional: Select a Group By option.
- Optional: Select the checkbox 'Show Associated Discount Transactions'.
- Optional: Select the checkbox 'Include Voided Transactions'.
- Build.
Users will be prompted to select 'Export to CSV' if the Detailed Report Type is selected and more than 9,000 transaction records exist for the selected date range.
'Show Associated Discount Transactions' will include the transaction record of any Discount associated to the Sundry created on the account on the Detailed Report Type.
'Include Voided Transactions' will change the Quantity and Amount reported to include any Sundry Charges created on an account during the selected period and have since been voided.
-
Guide
- Add Button
Guide
Go to Reports > Accounting > Sundry Usage in RMS.
Select a Date Range.
Optional: Select a Sundry Charge.
Select the Report Type.
Optional: Select a Group By option.
Optional: Select the checkbox 'Show Associated Discount Transactions'.
Optional: Select the checkbox 'Include Voided Transactions'.
Select 'Build' to generate the report using the selected options.
The Sundry Usage report will display all Sundry Charges created on accounts for the period using the selected options.
Use
- Go to Reports > Accounting > Sundry Usage in RMS.
- Select a Date Range.
- Optional: Select a Sundry Charge.
- Select the Report Type.
- Optional: Select a Group By option.
- Optional: Select the checkbox 'Show Associated Discount Transactions'.
- Optional: Select the checkbox 'Include Voided Transactions'.
- Build.
Users will be prompted to select 'Export to CSV' if the Detailed Report Type is selected and more than 9,000 transaction records exist for the selected date range.
'Show Associated Discount Transactions' will include the transaction record of any Discount associated to the Sundry created on the account on the Detailed Report Type.
'Include Voided Transactions' will change the Quantity and Amount reported to include any Sundry Charges created on an account during the selected period and have since been voided.
-
Guide
- Add Button
Guide
Go to Reports > Accounting > Sundry Usage in RMS.
Select a Date Range.
Optional: Select a Sundry Charge.
Select the Report Type.
Optional: Select a Group By option.
Optional: Select the checkbox 'Show Associated Discount Transactions'.
Optional: Select the checkbox 'Include Voided Transactions'.
Select 'Build' to generate the report using the selected options.
The Sundry Usage report will display all Sundry Charges created on accounts for the period using the selected options.
