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.
In the Name, type Inn-Flow. In the Email, fill in the below email address:
HID#[email protected] (Each hotel has its own email, do not use this one)
This can be provided from the Inn-Flow Support Team
Then select the Daily Report and Mkt Seg then Save.
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.
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:
Updated Screen:
Then select Generate Reports
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.
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