Inn-Flow

Advanced Accounting Features Overview

Bank Sync - How to Add Transfer Transactions via Bank Sync

Bank Sync - How to Add a Draft Transaction via Bank Sync

Bank Sync: Manual Statement Import

Business Intelligence: Customizable Dashboards

Dashboards: A Video Overview

Best practices for Group Credit Card Deposits, Bank Sync cleanup, and Invoice Extraction feedback.

Best Practices: Advanced Accounting Features

Advanced Accounting

No tickets or conversations found

Try selecting a different creation date range.

Tickets and conversations you've started through the messenger will appear here.

No tickets or conversations created by you

Try using different keywords or checking for typos.

Try selecting a different update date range.

Find answers and get help from Intercom Support and Community Experts

Conversations you've started through the messenger will appear here.

No conversations created by you

No conversations found

AI title

Title

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Empty Help Center

Uh oh. That page doesn’t exist.

Home

Search results

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.

No tickets created by you

No tickets found

Conversations and tickets in {topic}

Conversations and tickets in {topic} // {subtopic}

Volume, creators and topics for your company.

Insights

Top creators

AI topics

Track the progress of all tickets and conversations related to your company.

Customer Portal.

Track the progress of all tickets related to your company.

Tickets portal.

{assigneeName} needs more information from you

Tickets

No access to tickets portal

You're not signed in on this browser. Sign in through this site's Messenger, then reload this page.

Sign in to view your company's tickets

Search

Skip the search. Describe what you’re trying to do and get a grounded answer.

Browse articles and guides in this topic.

Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.

Reading along with you

Create your account and invite the first people to your workspace.

Pick the right role for each person you add.

Update your plan, payment method, and invoices.

Style guide

Article page title

Home hero title

English

Accounting

Can I update the Payments section of Daily Activity if Deposits have been Reconciled?

How do I enter a check that was written manually?

How do I handle Petty Cash?

How will Credit Card transactions be displayed on the register?

How do I handle ePay refunds within Inn-Flow?

Why can I not Match within Bank Sync?

What Are Payroll Import Settings?

Why can I not reconcile a future date deposit via Bank Sync?

Why is my Segmentation not matching Room Revenue or Rooms Occupied?

Can Pending Invoices Be Included in Reports?

How do I add a Draft Invoice?

How do I Complete the Deposit Audit in Daily Activity Entry?

How do I Set Up Repeating Credit Card Charges?

How do I update the Digital Signature Limit on Checks?

How do I record a payment to my Credit Card Account?

How do I Create Partial Payments on Invoices Pending Approval?

Where do I change the bank account that the payroll is importing into?

How do I Enter FF&E Reserves on the Operating Statement for Owners?

How do I handle invoices that I do not want to pay, but I don't want to delete?

How to code sales tax when entering invoices?

Why is my Room Revenue or Rooms Occupied not calculating in my Operational Budget?

Reimbursements 2.0 - FAQ

How to add a new payment type that appears separately in deposit audits

How do I review invoices that have been Reimbursed in 1.0?

Invoice Approval Process

How do I update the bank account that Daily Activity deposits are routed to?

How Do I Make Entries That Will Repeat?

Transitioning to Agilysys STAY PMS (Power of M): Interim Guide for Daily Activity Entry

How to Import Daily Activity Data Using a Template

How Does the Adjusted Budget Work on the Operating Statement for Owners?

How to add additional rows to the Cash Flow Report

Can I edit the mapping of a Daily Activity Item?

How do I move a payment to a different bank account?

Do 'Uncleared Checks and Payments' appear on the Balance Sheet?

How do I handle refunds within Inn-Flow?

How do I inactivate a Bank Account?

What Are Vendor Posting Rules?

How do I approve invoices in Inn-Flow?

Can I match two payments to one invoice in Bank Sync?

How do I enter prior-period revenue history when PMS financial reports are not available?

How do I add or edit auto-emailed accounting reports in Inn-Flow?

What are Review Tasks in Daily Activity Entry?

How to Add a New Chart of Account

How do I rename a department or a group?

How Do We Enter Our Tripadvisor Score?

What is the Chart of Account for "Prepaid"?

How to update an Adjustment entry?

How Do I Update an Accounting Period?

How do I stop a Repeating Entry?

How Do I Rename a Chart of Account?

How do I Zoom In on an Invoice?

How Do I Download a Copy or Void a Check?

How do I Add a Digital Signature?

What is a One-Time Passcode (OTP)?

How do I change the Night Audit Checklist?

How do I update a Chart of Account?

How to Inactivate or Delete a Chart of Account?

What is Generic Vendor?

How do I add replacement reserves to the Operating Statement?

How do I enter an invoice?

How do I print 1099s or 1096s?

How do I Reconcile a Bank Account?

How do I enter an invoice that covers multiple Accounting Periods?

How do I enter a credit memo?

What is a Sub Vendor? Can I enter an invoice to 2 different vendors?

How do I change the Starting Check Number?

How to Set Up Shared Credit Cards

How do I reconcile deposits with more than one credit card type?

Can I Export Accounting Activity in Bulk?

Can I import multiple invoices via a template?

Why can't I make a Journal Entry to a bank account, retained earnings, accounts payable, or Due To/From?

How can I edit a posted, unreconciled entry?

How do I reprint a check?

How do I Print a Sample Check or Voided Check?

For Vendors, what does "Group Invoices by Default" mean?

How do I mark an invoice as Paid?

How do I search for transactions in a Bank or Credit Card Account?

How Do I Add a New Bank Account?

Why can’t I Print Checks?

Can I compare Current Year to a Prior Year or earlier?

How Do I Change a Miscellaneous Bank Account to an Operating Account?

How do I add a Credit Card Account?

Implementation: How to reconcile the first month's bank account?

Implementation: How to reconcile the bank accounts once history is imported?

Accounting - Best Practices

How to Update an Accounting Period?

How do we enter our Trip Advisor score?

Why can I no longer Print Checks?

Can I Search via a Bank or Credit Card Account?

How do I change the Starting Check #?

How to handle invoices that I do not want to pay, but I don't want to delete?

How to add or edit Auto-Emailed Accounting Reports from Inn-Flow

How do I move a Payment?

Understanding the Adjusted Budget on the Operating Statement for Owners

AP Agent: Frequently Asked Questions

FAQs

Understanding the Communications Inbox - Flagged Transactions

How to post a Manual ACH Entry from the Register

Bookkeeping Services: How to Apply Bookkeeping Flagging Permissions?

FOSSE: Mapping MBV Redemptions to Import in Segmentation

Role Permissions and Operational Budgets 2.0

How do I transition to USALI 12th edition?

Bookkeeping  Services: Flagged Transaction Overview Alert

Step-Based Invoice Approval Settings

Creating a Mock Budget in Operational Budgets 2.0

Bookkeeping Services: Flagging Transactions Overview

Adding Chart of Accounts to Operational Budgets 2.0

User Guides