Overview

Daily finance workflow — night audit, long-stay billing, company direct billing, plus configuration and cross-role boundaries.

Follow check-in/check-out board → run night audit → long-stay bills/transactions → company direct billing. Check-in/check-out lives under Operations; rates and inventory live under Revenue.

What to do first today

Day-end (most common)

Check-in / Check-out board → Run night audit

Long-stay billing

Bills: Bill overview → generate / send / pay, etc. in the left sidebar under Long Stay Reservations
Transactions: Transaction overview → payments, adjustments, bill linking, etc. in the left sidebar

Company direct billing

Feature overview
Configuration: Finance configuration, CM invoice settings
Front desk company linking / quick direct billing at checkout → Create hotel reservation, Check out (Operations)

Other configuration (low frequency)

Accounts receivable, Non-guest folio
Transaction codes / auto rules, long-stay contract defaults and discounts, property settings / room type rates → see the corresponding left sidebar entries

Don't look for these in Finance

Need	Go to
Check-in, check-out, rate changes, contract signing	Operations
Rate plans, inventory, availability, distribution	Revenue
Cleaning, room status	Housekeeping

FAQ

See FAQ at the bottom of the sidebar.