Transactions

The Transactions page allows you to review bookings and their financial information in your B-Engine portal.

You can search for a booking, filter the transaction list, switch between Booking view and Financial view, and open the details of an individual room within a booking.

In this article, we will cover:

1. Pre-Requisites
2. Accessing Transactions
3. Booking View
4. Financial View
5. Searching and Filtering Transactions
6. Opening Booking Details
7. Troubleshooting

1. Pre-Requisites

Before using the Transactions page, make sure the following are available:

2. Accessing Transactions

1. Open your portal.

2. Select Settings.

   

3. Under Logs in the left-hand menu, select Transactions.

The Transactions page will open. Use the buttons at the top of the page to switch between Booking view and Financial view.

3. Booking View

Use Booking view when you need to find and review booking information.

Select Booking view at the top of the Transactions page. The table displays information including:

A Completed booking status means the stay has been completed.

3.1 Change the Buyer Information Displayed

Use this option when you want to display the Company Name or Buyer ID in the table.

1. Select the gear icon beside the Company Name or Buyer ID column heading.
2. Choose Company Name or Buyer ID.

The table displays the selected buyer information in that column.

3.2 View Rooms Under a Booking

A booking can contain multiple rooms. When an arrow appears beside the main Booking ID, you can expand the booking to view its separate room entries.

1. Find the booking in the Transactions list.
2. Select the arrow beside the main Booking ID.
3. Review the individual room entries displayed underneath.
4. Select the arrow again to collapse the list.

For example, one booking may have room entries ending in -1, -2 and -3.

4. Financial View

Use Financial view when you need to review the financial information displayed for bookings.

Select Financial view at the top of the Transactions page. The table displays information including:

4.1 Switch Between Amount Paid and Amount Due

Use this option when you want to change which payment amount is displayed in the table.

1. In Financial view, select the gear icon beside Amount Paid or Amount Due.
2. Choose Amount Paid or Amount Due.

The column displays the selected payment amount.

4.2 View the Upcoming Payment Breakdown

Use the information icon to review the amount due for an upcoming payment.

1. In Financial view, find the booking entry you want to review.
2. Move your mouse over the information icon beside Upcoming Payment.
3. Review the breakdown displayed, including the due date, amount due and total.

4.3 Payment Status

Financial view may display a Grace period status. In general, a grace period is an additional window associated with a payment obligation. When it starts and what happens during it depend on the applicable payment terms.

The Payment Status filter includes Paid, Partially Paid, Unpaid and Grace Hold Period.

5. Searching and Filtering Transactions

5.1 Search for a Booking

Use the search field when you know the hotel name or Booking ID.

1. Enter the hotel name or Booking ID in the search field.
2. Review the matching transactions in the list.

5.2 Filter Booking View

Use the Booking view filters when you need to narrow the list by booking information.

1. Select Booking view.
2. Select Filter.
3. Enter or select the criteria you want to use.
4. Select Done.
5. Review the updated list.

The Booking view filter options include:

• Hotel name
• Company name
• Buyer ID
• Check-in date
• Nights
• Price
• Status

5.3 Filter Financial View

Use the Financial view filters when you need to narrow the list using payment-related information.

1. Select Financial view.
2. Select Filter.
3. Enter or select the criteria you want to use.
4. Select Done.
5. Review the updated list.

The Financial view filter options include:

• Hotel name
• Company name
• Buyer ID
• Total price
• Amount paid
• Payment status

5.4 Clear Filters

To remove the selected filter criteria:

1. Select Filter.
2. Select Clear.

6. Opening Booking Details

Use Booking Details when you need to review more information about an individual room within a booking.

1. Find the booking in the Transactions list.
2. If an arrow is shown beside the booking, select it to display the room entries underneath.
3. Select the three-dot menu beside the room entry you want to review.
4. Select Booking Details.

The Booking Details page may display:

• Booking reference and status
• Property information
• Check-in and check-out dates
• Room and guest information
• Price details, including the total, discounts, taxes and fees
• Token details, where available
• Statement and Scheduled Load tabs, where available

How to Check the Details

Confirm that the booking reference, property and dates match the room entry you selected in the Transactions list.

To return to the list, select Transactions in the breadcrumb at the top of the page.

7. Troubleshooting

If you need further assistance, contact support@bakuun.com. Include the Booking ID, hotel name, the view you are using, what you need help with and a screenshot if available.