Added Status Column to Payments by Date Report

The Payments by Date report now has a column to show the Reservation Status. It shows the status colors and description, unless the Print link is used, in which case the description only shows.

Example:

Have you ever wondered which reservation a payment belongs to, or why a transaction isn’t fully processed? The Added Status Column to Payments by Date Report in ReservationKey solves these pain points by pairing each payment with its reservation’s current status—giving you a clearer, real-time view of your operations.

What is the “Status” Column?

This new column surfaces the Reservation Status directly in your Payments by Date report—using both color and text. It maps each payment entry to a label like "Confirmed," "Awaiting Payment," or "Canceled," mirroring your reservation system’s classifications reservationkey.com.

Benefits of the New Column

• Enhanced Reporting Accuracy: Instantly correlate payment entries with reservation lifecycle events—no more guesswork.
• Better Financial Oversight: Quickly flag payments tied to canceled or unpaid reservations.
• Streamlined Guest Communication: Target communications based on status; e.g., follow up on pending payments.

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Enhanced Reporting Accuracy

Previously, tracing which reservation a payment applied to was time-consuming. Now, the color-coded "Confirmed" or "Pending" flags help finance teams cross-reference with reservation dates effortlessly.

Improving Financial Oversight

Seeing a "Canceled" status next to a recently processed payment allows quick refunds or guest outreach before dissatisfaction grows.

Streamlined Guest Communication

Use this info to trigger emails for pending payments or alert team members to stalled bookings—improving both efficiency and guest satisfaction.

How It Works in the Payments by Date Report

1. Navigate to the Payments by Date report: Reports → Payments by Date.
2. Activate the Status column: Using the Columns button, select "Reservation Status" to display.
3. Recognize status visuals: Color-coded (e.g., green = confirmed, red = canceled) appear onscreen; plain text shows in printed exports .

Use Cases & Examples

1. Resolving a Pending Payment

Identify payments with a status of “Awaiting Payment”—flag them for follow-up before auto-cancellation.

2. Spotting Empty Reservations

Cancellations with associated payments are visible immediately, enabling swift refund actions.

3. Auditing Financial Records

Cross-reference payments marked “Confirmed” with reservation timelines—streamlining accounting and audit preparation.

Comparisons With Previous Report Versions

FeatureBeforeNowReservation linkageSeparate lookup neededStatus shown inlinePrint exportsNo statusText-only status includedOn-screenNo color indicatorsFull color-coded labels

Tips for Maximizing This Feature

• Use date filters wisely: Differentiate between payment date, booking date, etc. for better insights slideteam.net.
• Pair with reservation status labels: Add reservation statuses in settings to reflect payment events .
• Train your team: Educate staff on visual cues for rapid action and reporting consistency.

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