PEP: Daily Activity Overview

Overview

Accurate Daily Activity Entry is critical because it directly impacts the reliability of your financial reporting, cash control, and operational decision-making. This guide explains the processes used to post your PEP daily activity into Inn-Flow's Daily Activity Entry Page, also referred to as DAE.

See the table below which outlines the options for your PMS. 

Note: Each method produces the same end result, a completed Daily Activity Entry for the selected business date. Choose the method that best fits your situation. It is best to familiarize yourself with all entry options, so that Daily Activity never falls behind. 

Auto-Import 

Auto-Import allows PEP to send the required report files to Inn-Flow automatically. Once configured, Daily Activity posts without manual steps, and only Approval is needed to roll the date of entry in Inn-Flow.

How it Works: 

1. PEP is configured to generate the required reports. (See Required Reports from PEP below.)
2. PEP emails those reports to your property's Daily Activity Import Email Address (See article: Where do I find my hotel's Import Email Addresses?)
3. Inn-Flow receives the files, validates them, and posts the data into DAE. 
4. Any new code that is found on the reports will be called out as an Auto-Import error to be mapped to the appropriate location.
5. The property team will review, map any Auto-Import errors, and Approve the Daily Activity Entry.

To configure your PEP to Auto-Import, follow the steps in this article: PEP: How to setup Auto-Import via email?

Manual Import 

Export report files from PEP in the proper format, then upload them into Inn-Flow's Daily Activity Entry screen. 

When to use this method: 

• Auto-Import did not run for one or more business dates
• You need to re-import a corrected report
• You are onboarding, and testing before enabling Auto-Import

Steps:

1. In PEP, generate the required reports for the target business date. (See Required Reports from PEP below. You may need to e-mail the reports to yourself in the proper format)
2. Export each report in the proper format
3. In Inn-Flow, navigate to Accounting > Daily Activity Entry
4. Select the Property and Business Date
5. Click Import and upload the exported files that you generated
6. Review the populated fields, map any Auto-Import Errors for new codes, and Approve the day.

For a detailed walkthrough, see PEP: How to manually import the files?

Manual Entry 

Manually type your Daily figures directly into the Daily Activity Entry screen in Inn-Flow.

When to use this method:

• You need to correct a single field or a small number of values
• Auto-Import and Manual Import are temporarily unavailable. 
• You are entering an adjustment that did not originate in the PMS (This is not recommended).

To complete your Daily Activity Entry manually, follow the steps in this article: Accounting - Daily Activity Entry User Guide

Required Reports from PEP

Troubleshooting and Reference Articles