Break down taxes, extra guest charges, discounts etc in reports
complete
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Nathan Welton
Include in the reporting a column showing the amount of sales tax Collected so I don't have to root through past bookings each month/quarter to pull the numbers when I pay lodging tax. Also make it available to owners to download so I DJ t need to calculate all this for them. Or even better!!! Set up a automatic email each quarter or month saying "you need to pay $xyz in sales tax"
Vince Breslin
complete
Uplisting's new booking report includes all taxes, extra charges, discounts, and every other price you should need.
We're also adding balance remaining, net and gross revenue columns in the next couple of weeks.
See exactly what is included in reports here: https://support.uplisting.io/docs/bookings-report
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Stella
Add preferred_guest_name, automated_messages_enabled, manually_moved fields to the reports as well to match the fields provided to Google sheets by Zapier.
Vince Breslin
in progress
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Matt Borton
Vince Breslin: Excellent! Glad this is underway. Estimate of completion? I just want to make sure we get discounts and payment processor charges in Zapier. I hope you aren’t just working on internal reports.
Vince Breslin
Matt Borton: I'm creating a separate feedback story for the zapier and API part. No estimate on this yet.
Robert
What would make it even more useful to us is if there is a column that indicates how much $$ has been collected for each booking as of the date the report was generated. For AirBnB that amount would be 100% for past stays and 0% for future stays, but for VRBO and direct bookings you should have more detailed data available. I'd use this column to calculate what cash is still to be collected (i.e., total payout - collected to date = receivable)
Vince Breslin
Robert: We are adding a 'balance' column to the report which will also display on each booking. Also coming are gross and net revenue figures.
Paul Leisher
Yes! Simple and obvious to include the taxes in the booking report. We need this.
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Randy Kirsch
Uplisting won't want the burden of telling owners what they need to pay in taxes. But it have a report (even emailable as you suggest) that says the categories you collected are as follows:...
Vince Breslin
Values we need to include/breakdown:
- subtotal
- discounts (inc Airbnb or other channel discounts)
- extras
- extra guest charges
- subtotal
- Rent tax
- Reservation tax
- Person tax
- Nightly tax
- credit card fees
Korina Tzanou
Vince Breslin: It would be useful also to be able to determine if management fee gets applied on "accommodation total" or to "subtotal" !
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Randy Kirsch
Vince Breslin: Vince wow, it will be so great to be able to charge these extra items to guests on Direct booking and VRBO. PLEASE INCLUDE A LINE FOR CREDIT CARD FEES or the owner can use the "extra line" as long as we can edit the word "extra fee" to "Credit card fee"
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Louise Thompson
Yes this is so needed to automate the sales invoices in xero, at the moment you have to manually add the line items which defeats the purpose
Vince Breslin
planned
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Randy Kirsch
Vince Breslin: Another idea that could make Uplisting a lot of $$$ would be to add a line on the Direct for insurance. Uplisting can easily subscribe to CSA Insurance (same co that VRBO uses) and owners that require guests to buy such insurance can do this as an Extra Fee. Uplisting can make a deal with CSA to get a % (I bet its about 10-20%) for each policy purchased this way. I used to require it on my VRBOs and had to drop it when I went to Uplisting.
I can still have tenants buy renters insurance anytime by going to CSA website and putting in their address and then it will send them an invitation to buy it and it will automatically send me confirmation from Insurance company CSA. Since I started Uplisting, its too much of a hassle. But If Uplisting had the option in Direct Book (and or with VRBO that already offers it), I would use it. The website is
Vince Breslin
Merged in a post:
Additional Guest Fees included in Reports
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Elam King
I use reports to look at the numbers for the month or year. However the extra guest fees for direct bookings are not included and so it throws my numbers off. So if a separate column or it being automatically added to the accomodations total that would be awesome. Is this something that could be fixed?