How do I clear Auto Import Errors for Opera?

Auto Import Errors occur when new Charge Codes or Rate Codes are added to the PMS and the item must be mapped to an Inn-Flow Chart of Account (COA) so that it imports automatically in the future. See the instructions below on how to map Auto Import Errors for Opera.

Charge Code - A code in your PMS system that defines or categorizes a transaction or individual charge, i.e. a Pet Fee or Occupancy Tax Adj.  Charge Codes within Opera are found on the Trial Balance Report (trial_balance).

Rate Code - A code that defines and categorizes an individual room night's revenue typically based on its booking origin like Expedia, or Booking.com; its negotiated rate like the government,  corporate, AAA, etc; or locally negotiated rates such as local events. Rate codes provide a clear picture of where your booked business is coming from. In Opera, these are found on the Market Code Statistics Report (stat_dmy_seg).

Go to Accounting → Daily Activity Entry → Click on the Auto Import Errors box that is in Red.

 Auto-Import errors for Charge Codes will be displayed by Item Name.

Click on the line for the Auto-Import error. This will open the Import Data Mapping. In the Type dropdown, select Revenue, Non Revenue or Payment.

To Add New, fill in the details as shown in the screenshot below. 

Required Fields: 

• Daily Activity Group - this is automatically filled based on the selection in the Type dropdown menu. 
• Item Number - The item number will be found on your PMS Reports. Using the correct Item number or identifier allows you to easily find and enter the Daily Activity when that item is used.
• Item Name - this is automatically filled based on the Auto Import Error name. 
• COA No. or COA Name - If you are unsure of the proper COA selection, contact your Accounting or Corporate team for further guidance.
• Note: Items in the Payment Daily Activity Group will be limited to only Payment type COA's such as Cash & Checks, Visa, or Wire Transfer, or a Liability COA. Expense or Revenue COA's cannot be utilized for an item within the Payments section.

If you are not familiar with PMS mapping, click here to learn more: PMS Mapping

Rate Codes 

An Auto Import error for a Rate Code will typically be displayed as a Letter that represents the Market Code.

Click on the line for the Auto-Import error. In the Type dropdown, select Segmentation.

In the Mapping Item, select the appropriate code if it matches

If the New Rate codes need to be created in Rate Code Mapping, open a second tab for the Rate Code Mapping page. Add the Rate Code as needed, and then return to the Auto-Import errors tab to make your mapping selection.

If you are not familiar with Rate Code Mapping, click here to learn more: Rate Code Mapping