Follow these steps if PEP has not automatically sent the excel files required to complete Daily Activity Entry.
The excel files needed include the following three Dynamic reports (exact names):
Dynamic report name | What Inn-Flow uses it for | Notes |
Hotel Statistics | Daily occupancy and room statistics used in Daily Activity Entry. | Schedule for the prior business date after Night Audit. |
Market Segment Summary | Market-segment room and revenue totals used to classify daily activity. | Schedule for the prior business date after Night Audit. |
Final Audit | Daily revenue and transaction totals used for Daily Activity Entry. | 3-File: use Final Audit (not Final AuditV2). |
To complete the PEP Daily Activity Import, there are 2 main steps to be completed.
Part 1 is downloading the files from PEP.
Part 2 is importing them into Inn-Flow.
Part 1:
Within PEP, run the below reports and save these in Excel (and PDF version to add to Upload Docs, not "Import"):
Market Segment Summary
Hotel Statistics
Final Audit
To manually import the Daily Activity files into Inn-Flow:
Log into Inn-Flow
Select Accounting > Daily Activity Entry
If a hotel ID isn’t selected from the top left dropdown, select the hotel you’re importing the files for from the EHID options.
On the right side of the page, locate the Files section of Daily Activity Entry:
To Upload the files, select browse files, or drag and drop all necessary files into the upload box.
Note: the screenshots in this article reference the FOSSE PMS and the files required for FOSSE. Your PMS system may have a different file list in Part 1.
The files will then show as processing.
After the files have processed, you will see a success message, showing that all files have imported.
The data will be displayed in each section as expected, and any Codes that need to be mapped will be called out on the "Codes" tab.
We STRONGLY suggest that you upload PDF version of the reports, or additional night audit reports, within the Documents tab of the file area.
Complete the Night Audit Checklist then Complete Entry to move to the following day.
