Visual Matrix Instructions

 

As part of the Night Audit process, there are 2 files that should be setup to email to Inn-Flow once audit is ran. 

 



Part 1 – Email Address Setup (only done one time)

 

We first must add the Inn-Flow email address to the Email Directory in Visual Matrix for the property. Click on the User Settings in the blue header then Add.

 

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In the Name, type Inn-Flow. In the Email, fill in the below email address:

 

HID#.pms1@inn-flow.com


This can be provided from the Inn-Flow Support Team

 

Then select the Daily Report and Mkt Seg then Save.

 

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Part 2: Generate Reports (must be done nightly

 

Moving forward, as part of the Night Audit process, follow the below instructions:

 

Under Accounting > Night Audit > After the Run Audit process is over, you’ll be taken to the Reprint Reports tab.

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In the Reprint Reports page, for both the Daily Report and the Market Segment Report:

Check the Email checkbox then change the Email Format from PDF to MSExcel

 

Previous Screen:

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            Updated Screen:


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Then select Generate Reports


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By selecting the Generate Reports button, the files selected are emailed to the email address setup in Part 1 of the instructions. 

 

Be sure to complete the Generate Reports steps on a nightly basis in order for the files to be sent to Inn-Flow.

 

In Inn-Flow, wait approximately 1 hour for the files and information to appear in Inn-Flow. 

 

If a red box appears with Auto Import Errors in Daily Activity, please contact Inn-Flow Support so that we can take care of the error so that it imports correctly moving forward.

 

Complete the Night Audit Checklist and the Manager Approval.