Default settings

Created by Level Three, Modified on Wed, 18 Dec, 2024 at 4:38 PM by Level Three

Default Settings adjusts the predefined settings on the screens of Easy Innkeeping, such as Calendar, Invoicing, Time Zone, Language, Auto Night Audit Run Schedule, and others.

To change the settings,

Go to Setup >> Front Office >> Default Settings.

Invoicing Section:

Note: All the examples below occur when “YES” is selected in the Default Settings screen.

Show Daily Rates on Invoice: Selecting this option will allow nightly rates to be viewed and printed in the invoice. It is useful when more than a single rate applies to a reservation and they are broken down clearly in the invoice for the guest.
Show Tax Breakdown on Invoice: This allows you to view the breakdown of different taxes in the invoice with its respective tax amount. For example, selecting “NO” will have a single Tax line that reads “Lodging Tax.

Edit individual Room Charges on Invoice Screen: Reservations with multiple rooms will be separated so that it can edit each room’s charges. Click on the edit pencil icon to make modifications.

Show Property Logo: The Property logo uploaded in Setup>>Front Office>> will display property Info in the Print Invoice at the top left corner.

Show Logo on Invoice Mail: The property logo uploaded in the Setup >> Front Office >> Property Info will be viewed in the Send Email.

Show Check-In/Out Time on Invoice: Property’s Check-In and Check-Out times will be displayed on the invoice Screen so that when printing the invoice, this time will be displayed.
Calculate Tax Without Discount: When applying any discount to the invoice, it will calculate the tax based on the original room charge, not the discounted room charge.
Show Notes in Invoice: The Notes entered on the Reservation page will be shown in the printed invoice when clicking the Print button.

Calendar Section:

Calendar View: The Default Calendar view can be either Room Name or Room Type. Room Name view will show the rooms with details on the calendar screen, in the order you specify, whereas Room Type will display the Rooms under their respective Room Types in the calendar screen.

Note: The view selected here will also determine the view of the Online Booking Engine Search Results. It also affects the Rooms view in the Reservation screens.

Room Type View:

Room Name View:

Set Default Home Page To: The default screen loads first when logging into Easy Innkeeping.

Set No of Rows to be displayed: This will determine the number of rows (rooms) displayed in all Screens that utilize a ListView. For example, you can choose to display 10 lines (reservations) at a time in the Find Reservation Screen in the initial load. To view reservations from line 11 onwards, click on the Next Page button in the lower right portion of the screen. Use the navigation buttons provided to move from one page of reservations to the other.
Show Guest Image: This will enable the Guest Image Button in the Reservation Screen. It will capture the guest’s image using a web camera and stores it in the reservation.
Show Guest Document: This will enable the Guest Document Button in the Reservation Screen. Scanned images or documents can be uploaded and retrieved later for that particular reservation.
Display Charts by: In the Room Name calendar view, the rooms displayed on the left side will show the Unit Name, Unit Number, (Setup >> Unit Setup), or Both:
Sort Charts by: In the Room Name calendar view, rooms are sorted and displayed by Unit Name or Unit Number (Setup >> Unit Setup). NOTE: Unit Numbers must be selected here for the Display Order feature to work.
Set Default Reservation to: This setting allows you to specify either the Quick Reservation or the Full Reservation screen as the default Reservation screen when opening a new Reservation from the Calendar. The Quick Reservation screen displays all the required details of the reservation on a single screen. The Full Reservation screen has a detailed view of the reservation in different tabs.
Set Name to be displayed: This feature allows you to choose the guest’s First Name, Last Name, or both First & Last Name with guest count to display on their reservation in the Calendar view. For example, if you choose ‘Last Name’ for “Kumar Pradeep,” the reservation will be shown ‘Pradeep’ in the Calendar.
Set Status After Check-Out: Once the Reservation Status is set to “Checked Out,” the status of the Room/Reservation will be automatically changed to Dirty either “Today” (Same Day) or “Next Day.”
Move Reservation With Old Room Rate: Allows a Reservation to be moved from one Room Type to another Room Type with the existing Rate instead of changing it to the Default Rate of the new Room Type.
Show Group Name: Show Group Name on a Group Reservation on the Calendar instead of showing the Guest Name

Other Settings:

Use this date format: Dates throughout the application will be displayed based on the format selected in this setting. Dates can be in the following formats:
mm/dd/yy (month/day/year)
dd/mm/yy (day/month/year)
Set default Check-In time: The time selected here will get set as Check-In Time in the invoice screen.
Set default Check-Out time: The time selected here will be set as Check-Out Time in the invoice screen.
Color Settings: Different color themes for the application can get chosen here.
Front Desk Language: The default language of the application can be changed here.
Run Night Audit Report every night at: A fixed time to run the Night Audit Report every night (EX: 11.00 PM) can get set here. The Night Audit report will run each night at the selected time. It will help the manager keep track of the income generated that night.
Set Individual Owner Percentage: This applies only to users with the Condo Module active. If unchecked, it will calculate the percentage allocated for the owner and management for all the Condo owners based on the numbers set here. If it is checked, it will take the percentages set in the respective owner records.
Daily Backup Report: It will send the Daily, Weekly, and Monthly Charts (chosen) daily to the property Email ID. It is an MS Excel spreadsheet used to see all the reservations in a calendar view offline.