Instead of spending countless hours each week manually tracking down supplier payments and matching them to the correct advisor, Travefy's Reconcile tool helps close the loop.
Know what's been paid and what hasn't in the system your advisors are already using.
Here's how to begin using it:
1. Open Bookings in Travefy
First click on your name, and then select Bookings from the drop-down menu that appears:
2. Find the Booking
Locate the correct booking(s) by utilizing a variety of filters available:
Recon Status
Travel Dates
Booking Dates
Supplier
Advisor
Or by using the search bar to enter in the matching Booking Reference number.
3. Click on the three dots
After you've found the correct booking, select the three dots that appear on the right-hand side:
4. Click on Reconcile Booking
Of the options that appear, select Reconcile Booking:
4. Enter information
After selecting Reconcile Booking, you'll be presented with this window:
You'll be able to add the Incoming Payment Reference and can make any adjustments to the previously entered booking information:
Supplier name
Date received
Total reconciled and advisor split
5. Click Confirm
Just click Confirm, and the 'Reconciled' status will appear on the Booking.
Bonus: Booking Reports