Client / Owner Statement Upgrades
under review
J
Johanan Nunez
I think over all an over haul on the client statement. More functionality.
Allowing the me to make more edits in the client statement.
The ability to select a date range in the statement would be items one to change.
A
Ashley Luscher
The Client Statements seems not be set up for property managers who collect the full payments from direct/ booking platforms and then pay the owners a payout each month?
The Invoice page should show either, a breakdown of the full payout minus the management fee and expenses, to create the owners payout.
Or perhaps the owners payout as per the income items minus the expenses added by the property manager each month.
The date range isn't an issue for us but I see the benefits of having some flexibility.
Vince Breslin
under review
Y
Yuriko
Vince Breslin Property managers usually collect all the platforms payout then invoice it minus all the charges. Client statement is very limited on this
R
Raeleen Kelly
Yes, I was very excited about this feature but sorely disappointed. We need control to edit anything needed. The payouts are inaccurate to what my owners get and when asking Uplisting how to rectify this I've gotten "We aren't making any changes to client statements at this time" both times. What a useless product if it isn't accurate and they can't even tell me why it isn't.
Vince Breslin
Raeleen Kelly: would you mind sharing your requirements here? What is inaccurate?
R
Raeleen Kelly
Vince Breslin: Hi Vince, The payout amount from Booking.com is not the same on Uplisting as what is sent as the actual payout. I've contacted both parties multiple times. Uplisting said it's a Booking.com error and vice versa however Booking.com has told me their API is sending the exact amount. From what they told me Uplisting isn't including the subtraction of the VAT
Vince Breslin
Raeleen Kelly: I have been reviewing your issue today. Booking.com are definitely not sending us this amount in the payload we use.
However, we may be missing another payload or have access in a different way.
We are preparing examples to discuss with our technical account resource over at Booking.com.
Thanks for your patience and sharing your examples.
We always prefer to rely on the booking site pricing data as that should be the source of truth, however, if Booking.com do not provide this data we may need to provide a custom input where users can enter the VAT amount they are charged by BDC.
J
Jasper Schrijver
The client statement is useless now because of the layout and the fact that uplisting decides what is the payout to my client. For example we charge a all in management fee and my clients have no need to see what I pay to my OTAs as channel fee and payment fee..
Vince Breslin
Thanks Johanan Nunez - could you provide more context on what you need, please? Examples are helpful.