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8 | ResDiary Auto-Applied Deposits

This article covers an overview of the ResDiary workflows in relation to Till Functions and Till Balance settings regarding Auto-Applied ResDiary Deposits and BackOffice Table Report ResDiary fields.

This article covers an overview of the ResDiary workflows in relation to Till Functions and Till Balance settings regarding Auto-Applied ResDiary Deposits and BackOffice Table Report ResDiary fields.

Prerequisites

  • To access ResDiary Till Function Settings, the applicable Operator Privileges will need to be enabled 
    • General  Tab 
      • Sales Reports Flags
    • Reporting  Tab 
      • Sales Reports Flags

Auto-Applied ResDiary Deposits

  • For instances where a Deposit Payment has been paid for through ResDiary at the time of Booking, the Payment Amount can be automatically applied in Bepoz when the Booking is Opened
  • When  External Payments  have been properly configured & also mapped to the ResDiary Till Extension as demonstrated in the ResDiary Setup article, Deposits that are processed through ResDiary will be automatically applied in Bepoz
  • When a Table with a Booking that has placed a Deposit through ResDiary is retrieved, the Deposit will show on the Table in Bepoz as a Credit
  • The Deposit (Credit) Amount can be verified in SmartPOS and on Receipts as they will display with the External Payment Name
  • The Deposit Amount/s will also show in Till Summaries and Till Balance Reports as their defined External Payment/s Names

Example/Workflow

  1. Add a Deposit Payment to a Booking in ResDiary using a Payment method that has been mapped to an External Payment for the Till Extension Device
  2. When the Booking is opened in SmartPOS, the Deposit Amount will display in the Transaction Window and the Table will have a negative Balance (Credit)
  3. Add Products & complete the Transaction as usual; the Deposit Amount will maintain Credited to the Transaction throughout


Sales Reports

  • The  Till Balance  Report will show the External Payments from ResDiary broken down by Payment Type
    • When viewing the Till Balance at Venue-level or below, a Group Total will also be shown (assuming that the External Payments have been configured to the same External Payment Group)
    • Viewing the Till Balance Report at a higher than Venue-level will not display a Group Total because External Payments can vary by Venue



  • The External Payments can also be added to Till Summaries and Operator Summaries to Report on Monetary Amounts and Quantities of each, if neede


ResDiary Table Report Fields

  • Fields within the  Table Report  can help to track information regarding the origin of a Table; these fields are:
    • Booking Source will display just that, so if a Table was created through ResDiary, it's Booking Source in the Table Report will read as "ResDiary"
    • Booking Type will display whether the Table was a Walk-In or was Booked prior