Daily Activity Entry (DAE) is where you record your hotel's daily revenue, deposits, and room statistics in Inn-Flow. Normally, you enter this data directly on the Daily Activity Entry page using your PMS reports. However, if you prefer to key your numbers into an Excel spreadsheet first, you can use the Import with Template option to upload a completed spreadsheet instead of entering values one at a time on screen.
When to use template import vs. manual entry: Template import is useful when you are entering data for multiple days at once, when you want to prepare your entries offline, or when you have data in a spreadsheet that is easier to copy-paste into the template than to type into the Daily Activity page field by field. For a single day's entry, entering values directly on the Daily Activity Entry page is usually faster.
How to import using a template
Go to Accounting > Daily Activity Entry and select the correct hotel and date of entry.
Click the triple-dot menu in the top right of the page and select Import with Template.
Click the Download Template button. This downloads an Excel file that contains all the fields from your Daily Activity Entry page, pre-configured for your hotel's setup.
Open the downloaded template in Excel. Enter your values in the green highlighted cells only. The green cells correspond to the editable fields on your Daily Activity Entry page (revenue amounts, room counts, deposit amounts, etc.). Do not modify any other cells.
Save the file and return to the Import page in Inn-Flow. Click Browse to select your completed file, or drag and drop it into the upload area.
Click Import.
Review the Daily Activity Entry page that populates with your imported data. Verify the values are correct, then click Complete Entry to finalize.
IF PRO TIP: Always review the populated Daily Activity Entry page after importing. The import fills in the fields but does not automatically complete the entry, so you have a chance to catch any errors before finalizing.