Process Cleans

Once a clean has been completed and the cleaning date has passed, the clean will trigger to the "Process Cleans" window under Accounting.

This allows the Property Manager to select applicable cleans to charge to the owner. For example, if the owner stays in the property or has an Owner Booking, the Property Manager can debit the owner's account for the cleaning fee.

Overview

To access Process Cleans, go to:

  1. Accounting > Day to Day Bookkeeping
  2. Process Cleans

The table displays:

  1. Property
  2. General Property Information
  3. Guest Name
  4. Booking Category
  5. Nights
  6. Clean Date
  7. Housekeeper
  8. Clean Type
  9. Charge to the Owner

The charge will automatically populate if the owner cleaning fee has been populated in the Property Assistant. For more information on how to apply the charge, please click here.

The fee to charge the owner can be changed by clicking into the field and entering the amount.

Filter the Table

Typically, the Property Manager only charges the owner a cleaning fee for "Owner Stays" and "Owner Bookings." The table can be filtered to only display these types of bookings by the Booking Category.

First, make sure a "From" date has been specified to only load new cleans to charge to the owner. For example, if the Property Manager is generating the November statements, choose "Nov 1" as the "From" date. Only completed cleans from November 1st and onward will appear:

Then, to filter the table based on the booking category, hover over the "Cat" column and click the "funnel" icon within the "Category" column and select "OB" for Owner Booking and "OS" for Owner Stays:

The table will load all Owner Bookings and Owner Stays from Nov 1st that are ready to be processed to the owner:

Process Cleans

Check the boxes within the "Process?" column for the cleans to be processed (1), then press"Process Selected" (2) to send the selected cleans to the owner statements.

Records can also be ignored (3) - records that are checked as ignored do not go to the owner statements and will simply be removed from the table.

If it appears that a clean is missing from the table, first check that the clean was added to the booking/housekeeping schedule, and then ensure that the cleaning date has passed and that the clean is marked as complete.

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