hoteliga - User contributions [en]

Templates

2022-02-01T07:38:15Z

Kallia:

With templates you can adjust and personalize the view of the following:

* e-mails about reservations (confirmation e-mail, instructions on how to get to the property, "thank you" e-mail etc.)
* Invoices (including receipts, payment receipts, credit invoices)
* Registration card (including similar forms, such as the ones for police authorities)
* Folio
* ...

== Accessing Templates==

Accessing templates can be done through:

'''Options⇒ Settings⇒ Templates'''

[[File:tem_list_en.png]]

In this list, there are some templates already registered by the system. The type of the template is displayed in the 3rd column '''("Type")'''.

'''New template:''' Is used for creating a new template.

'''Show filter:''' Is used for searching templates in the list, using the available filters.

== Creating a New Template ==
A new template can be created by following these steps:

''' Options⇒ Settings⇒ Templates⇒ New template'''

[[File:tem_new_en.png]]

'''1. Title:''' The name of the template should be inserted in this field.

'''2. Template type :''' It defines what kind of template will be created. Further details are included in the table below.

'''3. Language:''' The correct selection of the language ensures that the recipient of the template (invoice, email etc) will understand the content.

'''4. Subject:''' It is valid only in case that a template is used for emails, e.g. "thank you for your stay" etc.

'''5. Content:''' This is the main part of the template. Formatting is possible using the standard formatting buttons like included in Microsoft Word. If the view is limited, the button "full screen" shows a larger view.

'''6. Ok:''' To save the registration.

{| class="wikitable"
! colspan="2" style="text-align: center;" | Template Types
|-
| Reservation
| It is related to a reservation and it is used for emails e.g. confirmation of the reservation,"thank you" e-mail,

instructions how to come to the hotel etc.
|-
| Invoice
| This is a standard layout with fields that should include specific information for invoicing, e.g. the counter,customer's billing

information, various taxes applied etc.
|-
| Receipt
| This is a similar concept to invoice but used only in Greece. It does not apply to other countries.
|-
| Payment receipt
| This is a similar concept to invoice but used only in Greece. It does not apply to other countries.
|-
| Reservation request
| This is related to the e-mail that is automatically generated by the booking engine. It is called "request" because the reservations coming from the

booking engine have to be confirmed by the hotelier or the property manager first.
|-
| Registration card
| This is a kind of form given to the customer to sign and accept the terms of the property e.g. any damage takes place, the customer

is liable for.
|-
| Credit invoice
| It belongs to the invoicing documents used to credit or return money to the customer.
|-
| Folio
| It is a hotel business term that includes the total amount of the charges that a customer should pay so far. It is like a proforma

invoice. For example, a customer has scheduled to stay in a hotel for 10 nights and the 5th one he wants to know what is the total

amount he owes for extra charges, minibar etc. This template will include these charges.
|}

==Use of Templates==

===Templates Related to Reservations===

====Reservation====
[[File:tem_res_email_en.png]]

All the "reservation" templates are included in the tab "E-mail" of a reservation window.

When one of them is selected, it is automatically populated by the system with data like the name, address etc.

====Registration Card====
[[File:Tem res reg card en.png]]

After clicking the '''"registration card"''' button the following window opens.

[[File:Tem res reg card 2 en.png]]

All the "registration card" templates are included in this drop-down list.
When one of them is selected, it is automatically populated by the system with the predefined data.

====Folio====
[[File:Tem res folio en.png]]

After clicking the "folio" button the following window opens.

MISSING PHOTO

All the "folio" templates are included in this drop-down list. When one of them is selected, it is automatically populated by the system with the predefined data.

''real folio at the end of the presentation''

====Reservation request====
The "reservation request" template type is used for the e-mails that are sent automatically by the Booking Engine.

They include the reservation information that is useful to the customers.

'''Options⇒ Booking Engine⇒ E-mail'''

[[File:Tem be en.png]]

Every activated language can be connected to various templates. In the example, only the English language is activated, so the respective templates are appeared.

===Templates Related to Invoicing===
The "invoice", "credit invoice" and "receipt" are related to invoicing.

At this step of the invoicing procedure, the system requests the template to be defined.

[[File:Tem credit 1 en.png]]

When the template is selected from the drop-down list, it is automatically populated by the system with the predefined data.

===Templates Related to Payments===

[[File:tem_res_rec_en.png]]

In the tab '''"Payments"''', a payment should be selected '''(1)''' and then the '''"2. Receipt"''' button should be clicked.

[[File:tem_res_rec_2_en.png]]

In this window the system requests the template to be defined.

When a template is selected, it is automatically populated by the system with data like the name, address etc.

This receipt has no legal validity. It is just a proof of receiving money.

==How to Edit the Content of a Template==
The formatting of the template content is possible by using the tools given by the system.

First of all, there are the standard formatting buttons -like included in Microsoft Word- that allow, for example the letters to be bold, the alignment in the center etc. If a user feels comfortable with HTML code, then he/she can go to '''View ⇒ Source Code''' and make any change in the window that opens. By clicking "Ok" the changes are reflected directly to the template content.

Every template type has its own family or set of fields that allow the system to retrieve the information needed depending on the case.

For example, in a reservation e-mail, if it is typed:

:"Dear Mr. '''<nowiki>{{firstname}} {{lastname}}</nowiki>''', your reservation is confirmed."

the result can be:

:"Dear Mr. '''Michael Willson''', your reservation is confirmed"

Sometimes, a field can have '''nested''' fields. If a field is followed by a block surrounded with '''curly braces''' ( '''{...}''' ), then, it has nested fields.

In order to access a nested field, dot (.) notation should be used, like in the example below:

:"Dear Mr. '''<nowiki>{{customer.firstname}} {{customer.lastname}}</nowiki>''', your reservation is confirmed."

A field can also represent an array. If a field's name is followed by '''double brackets''', then it is an array of set of other fields, which are listed in the following block denoted by curly braces.

In such cases, we have to use the index and access the '''set of fields'''. Example is given below for accessing price of reservation for Folio.

:"Price of the reservation is '''{{reservations[0].price}}'''"

Note, that every field is followed by a semicolon and the self-description, except for the ones with nested fields.

There are two sets of reservation fields, depending on whether the reservation is single or it's part of a group of reservations:

=== Reservation (Single) ===

{| class="wikitable"
! field
! is populated with
|-
| <nowiki>{{ reservationId }}</nowiki>
| the hoteliga reservation ID, e.g. 2325
|-
| <nowiki>{{ lastname }}</nowiki>
| the last name of the customer, e.g. "Willson"
|-
| <nowiki>{{ firstname }}</nowiki>
| the first name of the customer, e.g. "Michael"
|-
| <nowiki>{{ datefrom }}</nowiki>
| the arrival date of the reservation, e.g. 24/08/2017. Date formatting will follow regional settings
|-
| <nowiki>{{ dateto }}</nowiki>
| the departure date of the reservation, e.g. 31/08/2017. Date formatting will follow regional settings
|-
| <nowiki>{{ nights }}</nowiki>
| the number of the total nights registered in the reservation, e.g. 7
|-
| <nowiki>{{ adults }}</nowiki>
| the number of the adults registered in the reservation, e.g. 2
|-
| <nowiki>{{ children }}</nowiki>
| the number of the children registered in the reservation, e.g. 2
|-
| <nowiki>{{ board }}</nowiki>
| the localized description of the board, based on the template language
|-
| <nowiki>{{ totalprice }}</nowiki>
| the total price of the reservation in the property's currency, e.g. 448,00 EUR
|-
| <nowiki>{{ balance }}</nowiki>
| the balance of the reservation in the property's currency, e.g. 368,00 EUR
|-
| <nowiki>{{ roomtype }}</nowiki>
| the title of the room type, based on the template language
|-
| <nowiki>{{ roomtitle }}</nowiki>
| the title of the room
|-
| <nowiki>{{ notes }}</nowiki>
| notes about the reservation
|-
| <nowiki>{{ customernotes }}</nowiki>
| notes about the customer
|-
| <nowiki>{{ bookingagencytitle }}</nowiki>
| the title of the booking agency
|-
| <nowiki>{{ bookingagencycode }}</nowiki>
| the booking agency code
|}

=== Reservation (Group) ===

{| class="wikitable"
! field
! is populated with
|-
| <nowiki>{{ lastname }}</nowiki>
| the last name of the customer, e.g. "Willson"
|-
| <nowiki>{{ firstname }}</nowiki>
| the first name of the customer, e.g. "Michael"
|-
| <nowiki>{{ customernotes }}</nowiki>
| ...
|-
| <nowiki>{{ bookingagencytitle }}</nowiki>
| ...
|-
| <nowiki>{{ bookingagencycode }}</nowiki>
| ...
|-
| <nowiki>{{ totalpricegroup }}</nowiki>
| ...
|-
| <nowiki>{{ balancegroup }}</nowiki>
| ...
|-
| <nowiki>{{ reservations }}</nowiki>
| ...
|}

===Invoice===
{| class="wikitable"
! parent object
! parent object
! field
! it is populated with
|-
| lines
|
| <nowiki>{{ netSubtotal }}</nowiki>
| the net amount of the subtotal formatted with currency code
|-
| lines
|
| <nowiki> {{ netSubtotalCurrency }}</nowiki>
|
|-
| lines
|
| <nowiki>{{ grossSubtotal }}</nowiki>
| the gross amount of the subtotal formatted with currency code
|-
| lines
|
| <nowiki>{{ grossSubtotalCurrency }}</nowiki>
|
|-
| lines
|
| <nowiki>{{ serviceStart }}</nowiki>
| starting day of reservation for that particular line of invoice
|-
| lines
|
| <nowiki>{{ serviceEnd }}</nowiki>
| ending day of reservation for that particular line of invoice
|-
| lines
|
| <nowiki>{{ serviceDuration }}</nowiki>
| duration of reservation for that particular line of invoice
|-
| lines
|
| <nowiki>{{ itemType }}</nowiki>
|
|-
| lines
|
| <nowiki>{{ numAdults }}</nowiki>
| number of adults for this particular line of invoice
|-
| lines
|
| <nowiki>{{ numChildren }}</nowiki>
| number of children for this particular line of invoice
|-
| lines
|
| <nowiki>{{ quantity }}</nowiki>
| number of days or items for this particular line of invoice
|-
| lines
|
| <nowiki>{{ itemDescription }}</nowiki>
|
|-
| lines
|
| <nowiki>{{ grossUnitPrice }}</nowiki>
| gross price of the item
|-
| lines
|
| <nowiki>{{ grossUnitPriceCurrency }}</nowiki>
|
|-
| lines
|
| <nowiki>{{ netUnitPrice }}</nowiki>
| net price of the item
|-
| lines
|
| <nowiki>{{ netUnitPriceCurrency }}</nowiki>
|
|-
| lines
| taxes
| <nowiki>{{ percentage }}</nowiki>
| amount of tax in percentage
|-
| lines
| taxes
| <nowiki>{{ amount}}</nowiki>
|
|-
| lines
| taxes
| <nowiki>{{ amountCurrency }}</nowiki>
|
|-
| lines
| taxes
| <nowiki>{{ breakdown }}</nowiki>
|
|-
| lines
| taxes
| <nowiki>{{ rawAmount }}</nowiki>
|
|-
| lines
|
| <nowiki>{{ netSubtotalRaw }}</nowiki>
|
|-
| lines
|
| <nowiki>{{ reservationId }}</nowiki>
| Id of the reservation
|-
|
|
| <nowiki>{{ totalNumAdults }}</nowiki>
| the total number of adults in the reservation
|-
|
|
| <nowiki>{{ totalNumChildren }}</nowiki>
| the total number of children in the reservation
|-
|
|
| <nowiki>{{ totalNumPersons }}</nowiki>
| the total number of persons in the reservation
|-
|
|
| <nowiki>{{ totalNet }}</nowiki>
| net amount of reservation
|-
|
|
| <nowiki>{{ totalNetCurrency }}</nowiki>
|
|-
|
|
| <nowiki>{{ totalGross }}</nowiki>
| gross amount of reservation
|-
|
|
| <nowiki>{{ totalGrossCurrency }}</nowiki>
|
|-
|
|
| <nowiki>{{ totalGrossBefore }}</nowiki>
|
|-
|
|
| <nowiki>{{ totalGrossBeforeCurrency }}</nowiki>
|
|-
|
|
| <nowiki>{{ totalUninvoicedPayments }}</nowiki>
|
|-
|
|
| <nowiki>{{ totalUninvoicedPaymentsCurrency }}</nowiki>
|
|-
|
|
| <nowiki>{{ remainingBalance }}</nowiki>
|
|-
|
|
| <nowiki>{{ remainingBalanceCurrency }}</nowiki>
|
|-
|
|
| <nowiki>{{ extraTaxes }}</nowiki>
|
|-
| totalTaxes
|
| <nowiki>{{ percentage }}</nowiki>
|
|-
| totalTaxes
|
| <nowiki>{{ amount }}</nowiki>
|
|-
| totalTaxes
|
| <nowiki>{{ amountCurrency }}</nowiki>
|
|-
| totalTaxes
|
| <nowiki>{{ title }}</nowiki>
|
|-
| totalTaxes
|
| <nowiki>{{ breakdown }}</nowiki>
|
|-
| totalTaxes
|
| <nowiki>{{ rawAmount }}</nowiki>
|
|-
|
|
| <nowiki>{{ totalTax }}</nowiki>
|
|-
|
|
| <nowiki>{{ totalTaxCurrency }}</nowiki>
|
|-
|
|
| <nowiki>{{ date }}</nowiki>
|
|-
|
|
| <nowiki>{{ number }}</nowiki>
|
|-
|
|
| <nowiki>{{ numbervalue }}</nowiki>
|
|-
|
|
| <nowiki>{{ series }}</nowiki>
|
|-
|
|
| <nowiki>{{ lastname }}</nowiki>
|
|-
|
|
| <nowiki>{{ firstname }}</nowiki>
|
|-
|
|
| <nowiki>{{ taxid }}</nowiki>
|
|-
|
|
| <nowiki>{{ taxid2 }}</nowiki>
|
|-
|
|
| <nowiki>{{ occupation }}</nowiki>
|
|-
|
|
| <nowiki>{{ address1 }}</nowiki>
|
|-
|
|
| <nowiki>{{ address2 }}</nowiki>
|
|-
|
|
| <nowiki>{{ city }}</nowiki>
|
|-
|
|
| <nowiki>{{ zip }}</nowiki>
|
|-
|
|
| <nowiki>{{ country }}</nowiki>
|
|-
|
|
| <nowiki>{{ rooms }}</nowiki>
|
|-
|
|
| <nowiki>{{ notes }}</nowiki>
|
|-
|
|
| <nowiki>{{ bookingAgencyReferenceCodes }}</nowiki>
|
|-
|
|
| <nowiki>{{ guests }}</nowiki>
|
|-
|
|
| <nowiki>{{ stayFrom }}</nowiki>
|
|-
|
|
| <nowiki>{{ stayTo }}</nowiki>
|
|}

===Registration Card===

{| class="wikitable"
! parent object
! field
! it is populated with
|-
|
| <nowiki> {{ todayDateEspanol }} </nowiki>
|
|-
|
| <nowiki> {{ todayHourEspanol }} </nowiki>
|
|-
|
| <nowiki> {{ hotelInternationalTitle }} </nowiki>
|
|-
|
| <nowiki> {{ hotelDomesticTitle }} </nowiki>
|
|-
|
| <nowiki> {{ reservationId }} </nowiki>
| Id of the reservation
|-
|
| <nowiki> {{ arrivalDate }} </nowiki>
| date of arrival
|-
|
| <nowiki> {{ departureDate }} </nowiki>
| date of departure
|-
|
| <nowiki> {{ numAdults }} </nowiki>
| number of adults
|-
|
| <nowiki> {{ numChildren }} </nowiki>
| number of children
|-
|
| <nowiki> {{ boardTitle }} </nowiki>
|
|-
|
| <nowiki> {{ bookingAgencyReferenceCode }} </nowiki>
| reference code of the booking agency
|-
|
| <nowiki> {{ bookingAgencyTitle }} </nowiki>
| title of the booking agency
|-
|
| <nowiki> {{ roomTitle }} </nowiki>
| title of the room
|-
|
| <nowiki> {{ roomTypeTitle }} </nowiki>
| title of the room type
|-
|
| <nowiki> {{ customerFirstName }} </nowiki>
| first name of the customer
|-
|
| <nowiki> {{ customerLastName }} </nowiki>
| last name of the customer
|-
|
| <nowiki> {{ reservationNotes }} </nowiki>
| notes about reservation
|-
|
| <nowiki> {{ customerTaxId }} </nowiki>
| tax id of the customer
|-
|
| <nowiki> {{ customerEmail }} </nowiki>
| email of the customer
|-
|
| <nowiki> {{ customerPhone }} </nowiki>
| phone number of the customer
|-
|
| <nowiki> {{ customerAddress }} </nowiki>
| address of the customer
|-
|
| <nowiki> {{ customerZipCode }} </nowiki>
| zip code of the customer
|-
|
| <nowiki> {{ customerCity }} </nowiki>
| city of the customer
|-
|
| <nowiki> {{ totalExtraTaxes }} </nowiki>
| total amount of extra taxes
|-
|
| <nowiki> {{ totalWithoutExtraTaxes }} </nowiki>
| total amount without extra taxes
|-
|
| <nowiki> {{ totalAgreedPrice }} </nowiki>
|
|-
|
| <nowiki> {{ totalPayments }} </nowiki>
|
|-
|
| <nowiki> {{ totalWithExtraTaxes }} </nowiki>
| total amount with extra taxes
|-
|
| <nowiki> {{ balance }} </nowiki>
|
|-
|
| <nowiki> {{ customerCountry }} </nowiki>
| country of the customer
|-
|
| <nowiki> {{ numGuests }} </nowiki>
| number of guests
|-
|
| <nowiki> {{ totalWithoutExtraTaxes }} </nowiki>
| total amount without extra taxes
|-
| idDocTypes
| <nowiki> {{ id }} </nowiki>
| document type id
|-
| idDocTypes
| <nowiki> {{ title }} </nowiki>
| document type title
|-
| sexes
| <nowiki> {{ id }} </nowiki>
| sex id
|-
| sexes
| <nowiki> {{ title }} </nowiki>
| sex title
|-
| guests
| <nowiki> {{ salutationId }} </nowiki>
| salutation type id
|-
| guests
| <nowiki> {{ salutation }} </nowiki>
| salutation type
|-
| guests
| <nowiki> {{ customerLastName }} </nowiki>
| last name of the customer
|-
| guests
| <nowiki> {{ customerLastName2 }} </nowiki>
| middle name of the customer
|-
| guests
| <nowiki> {{ customerFirstName }} </nowiki>
| first name of the customer
|-
| guests
| <nowiki> {{ lastName }} </nowiki>
| last name
|-
| guests
| <nowiki> {{ lastName2 }} </nowiki>
| middle name
|-
| guests
| <nowiki> {{ firstName }} </nowiki>
| first name
|-
| guests
| <nowiki> {{ dateOfBirth }} </nowiki>
| date of birth
|-
| guests
| <nowiki> {{ dateOfBirth2 }} </nowiki>
|
|-
| guests
| <nowiki> {{ nationalityCountryName }} </nowiki>
|
|-
| guests
| <nowiki> {{ idDocType }} </nowiki>
| document type
|-
| guests
| <nowiki> {{ idDocTypeEspana }} </nowiki>
|
|-
| guests
| <nowiki> {{ idDocNumber }} </nowiki>
| document number
|-
| guests
| <nowiki> {{ idDocTitle }} </nowiki>
| document title
|-
| guests
| <nowiki> {{ idDocIssueDate }} </nowiki>
| document issue date
|-
| guests
| <nowiki> {{ idDocIssueDate2 }} </nowiki>
|
|-
| guests
| <nowiki> {{ provinceName }} </nowiki>
| name of the province
|-
| guests
| <nowiki> {{ sex }} </nowiki>
| sex
|-
| guests
| <nowiki> {{ sex2 }} </nowiki>
|
|-
| guests
| <nowiki> {{ checkinDate }} </nowiki>
| date of checking in
|-
| guests
| <nowiki> {{ checkinDate2 }} </nowiki>
|
|-
| guestPairs
| <nowiki> {{ salutationId }} </nowiki>
| salutation type id
|-
| guestPairs
| <nowiki> {{ salutation }} </nowiki>
| salutation type
|-
| guestPairs
| <nowiki> {{ customerLastName }} </nowiki>
| last name of the customer
|-
| guestPairs
| <nowiki> {{ customerLastName2 }} </nowiki>
| middle name of the customer
|-
| guestPairs
| <nowiki> {{ customerFirstName }} </nowiki>
| first name of the customer
|-
| guestPairs
| <nowiki> {{ lastName }} </nowiki>
| last name
|-
| guestPairs
| <nowiki> {{ lastName2 }} </nowiki>
| middle name
|-
| guestPairs
| <nowiki> {{ firstName }} </nowiki>
| first name
|-
| guestPairs
| <nowiki> {{ dateOfBirth }} </nowiki>
| date of birth
|-
| guestPairs
| <nowiki> {{ dateOfBirth2 }} </nowiki>
|
|-
| guestPairs
| <nowiki> {{ nationalityCountryName }} </nowiki>
|
|-
| guestPairs
| <nowiki> {{ idDocType }} </nowiki>
| document type
|-
| guestPairs
| <nowiki> {{ idDocTypeEspana }} </nowiki>
|
|-
| guestPairs
| <nowiki> {{ idDocNumber }} </nowiki>
| document number
|-
| guestPairs
| <nowiki> {{ idDocTitle }} </nowiki>
| document title
|-
| guestPairs
| <nowiki> {{ idDocIssueDate }} </nowiki>
| document issue date
|-
| guestPairs
| <nowiki> {{ idDocIssueDate2 }} </nowiki>
|
|-
| guestPairs
| <nowiki> {{ provinceName }} </nowiki>
| name of the province
|-
| guestPairs
| <nowiki> {{ sex }} </nowiki>
| sex
|-
| guestPairs
| <nowiki> {{ sex2 }} </nowiki>
|
|-
| guestPairs
| <nowiki> {{ checkinDate }} </nowiki>
| date of checking in
|-
| guestPairs
| <nowiki> {{ checkinDate2 }} </nowiki>
|
|-
|
| <nowiki> {{ customerNotes }} </nowiki>
| customer notes
|}

===Folio===
{
:"printdate",
:"customer" : {
::"lastname" : "last name of the customer",
::"firstname" : "first name of the customer",
::"phone" : " ",
::"mobile" : " ",
::"email" : " ",
::"address" : " "
:},
:"reservations" '''[ ]''' : {
::"id" : " ",
::"promocode" : " ",
::"datefrom" : " ",
::"dateto" : " ",
::"roomtype" : " ",
::"room" : " ",
::"price" : " ",
::"tax" : " ",
::"pricewithtax" : " ",
::"numnights" : " ",
::"numadults" : " ",
::"numchildren" : " ",
::"numadultschildren" : " ",
::"reservationdate" : " "
:},
:"roomcharges" '''[ ]''' : {
::"date" : " ",
::"description" : " ",
::"reservationid" : " ",
::"price" : " ",
::"tax" : " ",
::"pricewithtax" : " "
:},
:"roomchargestotals" : {
::"price" : " ",
::"tax" : " ",
::"pricewithtax" : " "
:},
:"extrachargestotals" : {
::"price" : " ",
::"tax" : " ",
::"pricewithtax" : " "
:},
:"paymentstotal" : " ",
:"extracharges" '''[ ]''' : {
::"date" : " ",
::"description" : " ",
::"Quantity" : " ",
::"reservationid" : " ",
::"price" : " ",
::"tax" : " ",
::"pricewithtax" : " ",
::"notes" : " "
:},
:"payments" '''[ ]''' : {
::"date" : " ",
::"method" : " ",
::"reservationid" : " ",
::"amount" : " ",
::"amountCurrency" : " ",
::"notes" : " "
:},
:"balance" : " "
}

===Tax Receipt===

{| class="wikitable"
! parent object
! parent object
! field
! it is populated with
|-
| lines
|
| <nowiki> {{ netSubtotal }}</nowiki>
| the net amount of the subtotal formatted with currency code
|-
| lines
|
| <nowiki> {{ netSubtotalCurrency }}</nowiki>
| currency of the net subtotal
|-
| lines
|
| <nowiki> {{ grossSubtotal }}</nowiki>
| the gross amount of the subtotal formatted with currency code
|-
| lines
|
| <nowiki> {{ grossSubtotalCurrency }}</nowiki>
| currency of the gross subtotal
|-
| lines
|
| <nowiki> {{ serviceStart }}</nowiki>
| starting day of reservation for that particular line of invoice
|-
| lines
|
| <nowiki> {{ serviceEnd }}</nowiki>
| ending day of reservation for that particular line of invoice
|-
| lines
|
| <nowiki> {{ serviceDuration }}</nowiki>
| duration of reservation for that particular line of invoice
|-
| lines
|
| <nowiki> {{ itemType }}</nowiki>
|
|-
| lines
|
| <nowiki> {{ numAdults }}</nowiki>
| number of adults
|-
| lines
|
| <nowiki> {{ numChildren }}</nowiki>
| number of children
|-
| lines
|
| <nowiki> {{ quantity }}</nowiki>
| number of days or items
|-
| lines
|
| <nowiki> {{ itemDescription }}</nowiki>
|
|-
| lines
|
| <nowiki> {{ grossUnitPrice }}</nowiki>
| gross price of the item
|-
| lines
|
| <nowiki> {{ grossUnitPriceCurrency }}</nowiki>
| currency of the gross price
|-
| lines
|
| <nowiki> {{ netUnitPrice }}</nowiki>
| net price of the item
|-
| lines
|
| <nowiki> {{ netUnitPriceCurrency }}</nowiki>
| currency of the net price
|-
| lines
|
| <nowiki> {{ taxes }}</nowiki>
|
|-
| lines
|
| <nowiki> {{ netSubtotalRaw }}</nowiki>
|
|-
| lines
|
| <nowiki> {{ reservationId }}</nowiki>
| Id of the reservation
|-
| lines
|
| <nowiki> {{ extraChargesNotes }}</nowiki>
| notes about extra charges
|-
|
|
| <nowiki> {{ totalNumAdults }}</nowiki>
| the total number of adults in the reservation
|-
|
|
| <nowiki> {{ totalNumChildren }}</nowiki>
| the total number of children in the reservation
|-
|
|
| <nowiki> {{ totalNumPersons }}</nowiki>
| the total number of persons in the reservation
|-
|
|
| <nowiki> {{ totalNet }}</nowiki>
| net amount of reservation
|-
|
|
| <nowiki> {{ totalNetCurrency }}</nowiki>
| currency of net amount of reservation
|-
|
|
| <nowiki> {{ totalGross }}</nowiki>
| gross amount of reservation
|-
|
|
| <nowiki> {{ totalGrossCurrency }}</nowiki>
| currency of the gross amount of reservation
|-
|
|
| <nowiki> {{ totalGrossBefore }}</nowiki>
|
|-
|
|
| <nowiki> {{ totalGrossBeforeCurrency }}</nowiki>
|
|-
|
|
| <nowiki> {{ totalUninvoicedPayments }}</nowiki>
|
|-
|
|
| <nowiki> {{ totalUninvoicedPaymentsCurrency }}</nowiki>
|
|-
|
|
| <nowiki> {{ remainingBalance }}</nowiki>
| remaining balance
|-
|
|
| <nowiki> {{ remainingBalanceCurrency }}</nowiki>
| currency of the remaining balance
|-
|
|
| <nowiki> {{ extraTaxes }}</nowiki>
| extra amount of taxes
|-
|
|
| <nowiki> {{ totalTaxes }}</nowiki>
| total amount of taxes
|-
|
|
| <nowiki> {{ totalTax }}</nowiki>
| total amount of tax
|-
|
|
| <nowiki> {{ totalTaxCurrency }}</nowiki>
| currency of the total amount of tax
|-
|
|
| <nowiki> {{ date }}</nowiki>
|
|-
|
|
| <nowiki> {{ number }}</nowiki>
|
|-
|
|
| <nowiki> {{ numbervalue }}</nowiki>
|
|-
|
|
| <nowiki> {{ series }}</nowiki>
|
|-
|
|
| <nowiki> {{ lastname }}</nowiki>
|
|-
|
|
| <nowiki> {{ firstname }}</nowiki>
|
|-
|
|
| <nowiki> {{ taxid }}</nowiki>
|
|-
|
|
| <nowiki> {{ taxid2 }}</nowiki>
|
|-
|
|
| <nowiki> {{ occupation }}</nowiki>
|
|-
|
|
| <nowiki> {{ address1 }}</nowiki>
|
|-
|
|
| <nowiki> {{ address2 }}</nowiki>
|
|-
|
|
| <nowiki> {{ city }}</nowiki>
|
|-
|
|
| <nowiki> {{ zip }}</nowiki>
|
|-
|
|
| <nowiki> {{ country }}</nowiki>
|
|-
|
|
| <nowiki> {{ rooms }}</nowiki>
|
|-
|
|
| <nowiki> {{ notes }}</nowiki>
|
|-
|
|
| <nowiki> {{ bookingAgencyReferenceCodes }}</nowiki>
|
|-
|
|
| <nowiki> {{ guests }}</nowiki>
|
|-
|
|
| <nowiki> {{ stayFrom }}</nowiki>
|
|-
|
|
| <nowiki> {{ stayTo }}</nowiki>
|
|-
|
|
| <nowiki> {{ referenceInvoiceNumber }}</nowiki>
|
|-
|
|
| <nowiki> {{ referenceInvoiceIssueDate }}</nowiki>
|
|-
|
|
| <nowiki> {{ invoiceNotes }}</nowiki>
|
|-
|
|
| <nowiki> {{ paymentMethod }}</nowiki>
|
|-
|
| reservationNotes
| <nowiki> {{ --- }}</nowiki>
|
|-
|
| payments
| <nowiki> {{ --- }}</nowiki>
|
|-
|
|
| <nowiki> {{ nights }}</nowiki>
|
|}

===Payment Receipt===

{| class="wikitable"
! Field
! it is populated with
|-
| <nowiki>{{date}}</nowiki>
| the current date
|-
| <nowiki>{{number}}</nowiki>
| the next available number of the payment receipt
|-
| <nowiki>{{numbervalue}}</nowiki>
|
|-
| <nowiki>{{series}}</nowiki>
|
|-
| <nowiki>{{lastname}}</nowiki>
| the last name of the customer included in the reservation
|-
| <nowiki>{{firstname}}</nowiki>
| the first name of the customer included in the reservation
|-
| <nowiki>{{reservation.datefrom}}</nowiki>
| the first date of the specific reservation.
|-
| <nowiki>{{reservation.dateto}}</nowiki>
| the last date of the specific reservation.
|-
| <nowiki>{{reservation.nights}}</nowiki>
| the nights included in the specific reservation
|-
| <nowiki>{{reservation.adults}}</nowiki>
| the number of adults included in the specific reservation.
|-
| <nowiki>{{reservation.children}}</nowiki>
| the number of children included in the specific reservation.
|-
| <nowiki>{{reservation.board}}</nowiki>
|
|-
| <nowiki>{{reservation.notes}}</nowiki>
| the reservation notes.
|-
| <nowiki>{{reservation.customernotes}}</nowiki>
| the customer's notes included in the reservation.
|-
| <nowiki>{{reservation.totalprice}}</nowiki>
| the total amount of the reservation.
|-
| <nowiki>{{reservation.roomtype}}</nowiki>
| the type of the room, according to the types that are registered in the system.
|-
| <nowiki>{{amount}}</nowiki>
| the amount of the payment.
|-
| <nowiki>{{paymentmethod}}</nowiki>
| the payment method of the specific payment
|-
| <nowiki>{{notes}}</nowiki>
| notes included in the payment
|-
| <nowiki>{{paymentdate}}</nowiki>
| the date that the payment is registered
|}

==OLD CONTENT==

You can easily create beautiful email templates in minutes.

You can create as many templates as you need e.g. 'Confirmation reservation' email, 'Thank you' email etc. and use these from inside the reservation to send dynamic emails to your customers. By using the dynamic emails feature you will save a lot of time in communications with your customers and you will improve customer loyalty.

Below you will find a range of variables that you can use inside the template. By using the variables, you can send relevant and personalized emails to your customers without the need of typing anything manually again and at the same time your emails look personalized as they dynamically generate all information related to your customers’ reservation.

We don't impose any design restrictions.
Got the skills to roll your own email designs? You can create your own HTML template and paste it in templates.
You do not know HTML or how to design an email? No worries, you can use the provided simple to use editor and just type in the text you want.
To create dynamic email templates go to Settings-Templates and click the New template button.

NOTICE: Variables are case sensitive and should be used exactly as they are defined in the system. e.g. {{ firstname }}. Below you will find all variables that can be used in email templates. Copy and paste them in your email templates.

[[File:variables.png]]

[[File:variables_exam.png]]

[[File:variables_exam1.png]]

[[File:variables_exam2.png]]

[[File:variables_exam3.png]]

[[File:variables_exam4.png]]

===HOW-TO's ===
* How to make a small change in an existing template

MyData

2022-01-17T08:23:16Z

Kallia:

= Introduction =
myDATA, i.e. '''my Digital Accounting and Tax Application''', is the name of the new electronic platform, with which A.A.D.E. introduces E-Books into the daily lives of businesses. Through it, the revenues and expenses transactions of companies and other entities that keep accounting records according to the Greek Accounting Standards (ΕΛΠ) are monitored and the accounting and tax result of companies is reflected, derived by the data of the E-Books. '''It concerns all companies''' that keep accounting records according to the "ΕΛΠ" and in accordance with the specific provisions of the law.
=== Deadlines ===
From '''October 1, 2021''', income and expense receipts must be sent to the myDATA platform.

Based on the press release issued by the Ministry of Finance on 28/06/2021:
"...Taking into account the effects of the pandemic on the operation of businesses, as well as the improvement of health conditions, it is determined the gradual, mandatory transmission of documents to the myDATA platform and the interconnection of tax mechanisms with AADE as follows:

1. Transfer of receipts to the myDATA platform

From '''1.10.2021''' they must send their income documents, which they issue from this date onwards:

• Businesses (natural and legal persons) with double-entry bookkeeping and a turnover of over € 50,000.

• Businesses (natural and legal persons) with single-entry bookkeeping and a turnover of over € 100,000.

From '''1.11.2021''', all other companies must submit their income documents.
Revenue receipts issued or the ones that will be issued by companies up to the date of commencement of mandatory transmission, must be transmitted to the myDATA platform no later than '''31.03.2022'''.
It is noted that especially for 2021 the transmission obligation concerns only the income documents and not the accounting classifications of expenses.”

According to the text "Frequently Asked Questions - Answers myDATA * Business Issues" published [https://www.aade.gr/sites/default/files/2021-07/FAQS_epixeirisiakathemata_02.07.2021.pdf here] on '''02.07.2021''', ''"...the year 2020 is a year of education and '''2021 is a year of tolerance for late and inaccurate transmissions'''. The primary goal of the project is to enable businesses to transmit through the '''five''' transmission channels. In any case for 2021 and until the submission of the Income Tax Return for the tax year 2021, companies have the obligation to transmit all their data accurately in relation to the data of their books and E3… "''

'''ATTENTION:''' While in the first phase the invoices that will be issued will not be sent in real time, the transmission will be done in bulk per month, so '''the invoices issued from 1/1/2021 must be issued correctly and, above all, they must have series and no negative amounts''', as required by A.A.D.E. (see below in "Configuring myDATA in hoteliga")

= myDATA & hoteliga =
hoteliga has implemented the additional functions required for the electronic sending of documents to myDATA through the API (interface) provided by A.A.D.E., but always to the extent that the PMS is involved in the pricing procedures of the accommodation business. As '''hoteliga PMS is only involved in revenue pricing''' (e.g. overnight stays), the accounting office that works with the accommodation business or the accounting department of the business should use another system to transmit '''the expense documents''' to myDATA.

= New Features =
After activating the special myDATA functionality in hoteliga, a series of fields and functions that were not previously seen appear in the system. These are:
# Creation of companies and branches for each company. The existence of the concept "Company" did not exist in the hoteliga until now, but it was deemed necessary, as the Tax Identification Number of the issuer of the document needs to be sent to myDATA.
# Mapping document types in hoteliga with myDATA document types. Also, for each document type, a document line type must be mapped with the possible options allowed by myDATA.
# A third '''"myDATA"''' tab has been added to the invoice window. Through this tab one can:
## Send this individual document to myDATA for the first time.
## To see on the spot the unique U.RE.N (Unique Registration Number) and UID assigned by myDATA to this document.
## To see the upload history of the document in myDATA and any errors that occurred.
## Re-send the document to myDATA to the extent permitted.
# In the '''Reports''' there is a special group myDATA with various reports regarding the historicity of sending documents to A.A.D.E.
# In '''Tools''' there is a possibility of sending documents in bulk to myDATA.

= Activation Steps =

<youtube>XrzicqxChqg</youtube>

== Obtaining myDATA Login Codes ==
The myDATA login codes must be obtained first, and depending on their use, the corresponding steps must be performed.

=== Productive Environment ===

In case of using the normal environment (true data), the user must do the following:
# Go [http://www.aade.gr/epiheiriseis/mydata-ilektronika-biblia-aade/emporika-logistika-programmata-diaheirisis-erp here] and click on the '''"Login to Application"''' button at the bottom of the page.
# The new page that will appear must be entered with the '''company's Taxisnet codes'''.
# Next, the user has to click on '''"Register to myDATA REST API"''' located at the bottom left of the screen.
# At the bottom of the new page that will appear, the user must click on '''"New user registration"'''.
# In the small window that will appear you must fill in a username, a password (2 times) and an e-mail.
# If all goes well, a user dashboard should appear at the bottom of the screen. This table contains the '''API code''' and '''username''' which you must use below in hoteliga.
# The A.A.D.E. will also send a confirmation e-mail for the creation of the new user, so you should not miss the opening of this e-mail and clicking on the confirmation link.

=== Test Environment ===
<s>When using the test environment, the user must do the following:
# Go to the developers page [https://mydata-dev.portal.azure-api.net here]
# Then you have to click on the '''"Register User"''' button.
# In the new page that will load, you must fill in the required information and click on the '''"Register"''' button.
# If all goes well, the '''"Login Key" (API Code)''' should appear at the bottom of the screen, which in combination with the username will be used later in the hoteliga.</s>

== Enable myDATA Functionality ==
Activate myDATA from the '''Options menu ⇒ Settings⇒ Options ⇒ Invoicing Options ⇒ Enable myDATA'''. You will then need to save this option.
Once myDATA is enabled in hoteliga through the system settings, it can not be disabled later. This is to prevent the system from losing settings by accidentally deactivating myDATA after pre-activating it and requiring the relevant configuration.

== Creation of Company and Branches ==
In the tools section '''(Options⇒Tools)''' there is a special section entitled '''"myDATA"'''. In this section, the admin must create at least one company and branches for each company. The concept "Company" did not exist in hoteliga until now, but it was deemed necessary, as sending the TIN and passwords are now required in myDATA. In hoteliga PMS it is possible to have multiple companies and multiple branches in each company. In branches, you need to create at least one for each company. For the headquarters use the code "0".

About the recipients of the documents:

To send documents to myDATA you will need the TIN, the city, the postal code and the country of the recipient of the document. Also, in the customer window (in the billing details), the branch code is displayed, a field that is optional when creating a customer. The same field can be seen through the reservation window, through the "Customer" tab. If this field is left blank in hoteliga, then when sending a document to which this customer will be the recipient, the value "0" will be sent to myDATA, as myDATA requires a value for this field. The value "0" corresponds to the headquarters of the recipient.

== Invoicing settings in hoteliga ==
The steps to follow in order to prepare your hoteliga account for myDATA are as follows:
# The '''Counters''' through the menu '''Options ⇒ Settings ⇒ Invoicing ⇒ Counters''' should be adjusted based on the new fields that have been added. Specifically, '''for all series/ counters that are active:'''
## The field '''"Series"''' must be filled in with some letters so that '''the series and the invoice number are distinct''', as required by A.A.D.E. In case you already have a character in the "Format" field that is essentially the series, new counters should be used for 2021, and the old/ problematic ones should be turned off.
## In the field '''"Type"''' a document type should be set and the “Invoice item type” should be linked to what item will be invoiced in this counter, i.e. goods, services or both.
## In the '''"Branch"''' field, a branch/headquarters should be set based on the companies and branches defined in the previous step.
# In the '''Extra Charges''', if you use them, you must specify for all active registrations the type of the registration, i.e. define whether it is a good or a service. For example, a soft drink is considered to be a good, while an airport transfer is a service.
# In '''Templates''', in the official documents (i.e. receipts for the provision of services, invoices for the provision of services, etc.), the field “Series” (completed in the previous step) should be added before the invoice number or in another place on the document. This field is <pre>{{ series }}</pre>

== MyDATA mappings in hoteliga ==
Map the types and lines of documents issued by hoteliga with the appropriate types supported by myDATA. Navigate to the mappings from the '''Options ⇒ Tools ⇒ myData ⇒ myDATA accounting doc. mappings'''

= Restrictions =
There are the following restrictions:
# With myDATA functionality enabled, it is not possible to delete documents from the system.
# The system will not send to myDATA types of documents that are not meant to be used in a tourist accommodation.
# All documents must have a clear document order because it is required in myDATA.
# The system only sends revenue receipts to myDATA and not expense receipts.

MyData

2021-08-26T08:49:15Z

Kallia:

= Introduction =
myDATA, i.e. '''my Digital Accounting and Tax Application''', is the name of the new electronic platform, with which A.A.D.E. introduces E-Books into the daily lives of businesses. Through it, the revenues and expenses transactions of companies and other entities that keep accounting records according to the Greek Accounting Standards (ΕΛΠ) are monitored and the accounting and tax result of companies is reflected, derived by the data of the E-Books. '''It concerns all companies''' that keep accounting records according to the "ΕΛΠ" and in accordance with the specific provisions of the law.
=== Deadlines ===
From '''October 1, 2021''', income and expense receipts must be sent to the myDATA platform.

Based on the press release issued by the Ministry of Finance on 28/06/2021:
"...Taking into account the effects of the pandemic on the operation of businesses, as well as the improvement of health conditions, it is determined the gradual, mandatory transmission of documents to the myDATA platform and the interconnection of tax mechanisms with AADE as follows:

1. Transfer of receipts to the myDATA platform

From '''1.10.2021''' they must send their income documents, which they issue from this date onwards:

• Businesses (natural and legal persons) with double-entry bookkeeping and a turnover of over € 50,000.

• Businesses (natural and legal persons) with single-entry bookkeeping and a turnover of over € 100,000.

From '''1.11.2021''', all other companies must submit their income documents.
Revenue receipts issued or the ones that will be issued by companies up to the date of commencement of mandatory transmission, must be transmitted to the myDATA platform no later than '''31.03.2022'''.
It is noted that especially for 2021 the transmission obligation concerns only the income documents and not the accounting classifications of expenses.”

According to the text "Frequently Asked Questions - Answers myDATA * Business Issues" published [https://www.aade.gr/sites/default/files/2021-07/FAQS_epixeirisiakathemata_02.07.2021.pdf here] on '''02.07.2021''', ''"...the year 2020 is a year of education and '''2021 is a year of tolerance for late and inaccurate transmissions'''. The primary goal of the project is to enable businesses to transmit through the '''five''' transmission channels. In any case for 2021 and until the submission of the Income Tax Return for the tax year 2021, companies have the obligation to transmit all their data accurately in relation to the data of their books and E3… "''

'''ATTENTION:''' While in the first phase the invoices that will be issued will not be sent in real time, the transmission will be done in bulk per month, so '''the invoices issued from 1/1/2021 must be issued correctly and, above all, they must have series and no negative amounts''', as required by A.A.D.E. (see below in "Configuring myDATA in hoteliga")

= myDATA & hoteliga =
hoteliga has implemented the additional functions required for the electronic sending of documents to myDATA through the API (interface) provided by A.A.D.E., but always to the extent that the PMS is involved in the pricing procedures of the accommodation business. As '''hoteliga PMS is only involved in revenue pricing''' (e.g. overnight stays), the accounting office that works with the accommodation business or the accounting department of the business should use another system to transmit '''the expense documents''' to myDATA.

= New Features =
After activating the special myDATA functionality in hoteliga, a series of fields and functions that were not previously seen appear in the system. These are:
# Creation of companies and branches for each company. The existence of the concept "Company" did not exist in the hoteliga until now, but it was deemed necessary, as the Tax Identification Number of the issuer of the document needs to be sent to myDATA.
# Mapping document types in hoteliga with myDATA document types. Also, for each document type, a document line type must be mapped with the possible options allowed by myDATA.
# A third '''"myDATA"''' tab has been added to the invoice window. Through this tab one can:
## Send this individual document to myDATA for the first time.
## To see on the spot the unique U.RE.N (Unique Registration Number) and UID assigned by myDATA to this document.
## To see the upload history of the document in myDATA and any errors that occurred.
## Re-send the document to myDATA to the extent permitted.
# In the '''Reports''' there is a special group myDATA with various reports regarding the historicity of sending documents to A.A.D.E.
# In '''Tools''' there is a possibility of sending documents in bulk to myDATA.

= Activation Steps =

<youtube>XrzicqxChqg</youtube>

== Obtaining myDATA Login Codes ==
The myDATA login codes must be obtained first, and depending on their use, the corresponding steps must be performed.

=== Productive Environment ===
--- Attention: The possibility of switching from test to production environment is in the final stage of testing. You can only use the test environment at this time ---

<s>In case of using the normal environment (true data), the user must do the following:
# Go [http://www.aade.gr/epiheiriseis/mydata-ilektronika-biblia-aade/emporika-logistika-programmata-diaheirisis-erp here] and click on the '''"Login to Application"''' button at the bottom of the page.
# The new page that will appear must be entered with the '''company's Taxisnet codes'''.
# Next, the user has to click on '''"Register to myDATA REST API"''' located at the bottom left of the screen.
# At the bottom of the new page that will appear, the user must click on '''"New user registration"'''.
# In the small window that will appear you must fill in a username, a password (2 times) and an e-mail.
# If all goes well, a user dashboard should appear at the bottom of the screen. This table contains the '''API code''' and '''username''' which you must use below in hoteliga.
# The A.A.D.E. will also send a confirmation e-mail for the creation of the new user, so you should not miss the opening of this e-mail and clicking on the confirmation link.</s>

=== Test Environment ===
When using the test environment, the user must do the following:
# Go to the developers page [https://mydata-dev.portal.azure-api.net here]
# Then you have to click on the '''"Register User"''' button.
# In the new page that will load, you must fill in the required information and click on the '''"Register"''' button.
# If all goes well, the '''"Login Key" (API Code)''' should appear at the bottom of the screen, which in combination with the username will be used later in the hoteliga.

== Enable myDATA Functionality ==
Activate myDATA from the '''Options menu ⇒ Settings⇒ Options ⇒ Invoicing Options ⇒ Enable myDATA'''. You will then need to save this option.
Once myDATA is enabled in hoteliga through the system settings, it can not be disabled later. This is to prevent the system from losing settings by accidentally deactivating myDATA after pre-activating it and requiring the relevant configuration.

== Creation of Company and Branches ==
In the tools section '''(Options⇒Tools)''' there is a special section entitled '''"myDATA"'''. In this section, the admin must create at least one company and branches for each company. The concept "Company" did not exist in hoteliga until now, but it was deemed necessary, as sending the TIN and passwords are now required in myDATA. In hoteliga PMS it is possible to have multiple companies and multiple branches in each company. In branches, you need to create at least one for each company. For the headquarters use the code "0".

About the recipients of the documents:

To send documents to myDATA you will need the TIN, the city, the postal code and the country of the recipient of the document. Also, in the customer window (in the billing details), the branch code is displayed, a field that is optional when creating a customer. The same field can be seen through the reservation window, through the "Customer" tab. If this field is left blank in hoteliga, then when sending a document to which this customer will be the recipient, the value "0" will be sent to myDATA, as myDATA requires a value for this field. The value "0" corresponds to the headquarters of the recipient.

== Invoicing settings in hoteliga ==
The steps to follow in order to prepare your hoteliga account for myDATA are as follows:
# The '''Counters''' through the menu '''Options ⇒ Settings ⇒ Invoicing ⇒ Counters''' should be adjusted based on the new fields that have been added. Specifically, '''for all series/ counters that are active:'''
## The field '''"Series"''' must be filled in with some letters so that '''the series and the invoice number are distinct''', as required by A.A.D.E. In case you already have a character in the "Format" field that is essentially the series, new counters should be used for 2021, and the old/ problematic ones should be turned off.
## In the field '''"Type"''' a document type should be set and the “Invoice item type” should be linked to what item will be invoiced in this counter, i.e. goods, services or both.
## In the '''"Branch"''' field, a branch/headquarters should be set based on the companies and branches defined in the previous step.
# In the '''Extra Charges''', if you use them, you must specify for all active registrations the type of the registration, i.e. define whether it is a good or a service. For example, a soft drink is considered to be a good, while an airport transfer is a service.
# In '''Templates''', in the official documents (i.e. receipts for the provision of services, invoices for the provision of services, etc.), the field “Series” (completed in the previous step) should be added before the invoice number or in another place on the document. This field is <pre>{{ series }}</pre>

== MyDATA mappings in hoteliga ==
Map the types and lines of documents issued by hoteliga with the appropriate types supported by myDATA. Navigate to the mappings from the '''Options ⇒ Tools ⇒ myData ⇒ myDATA accounting doc. mappings'''

= Restrictions =
There are the following restrictions:
# With myDATA functionality enabled, it is not possible to delete documents from the system.
# The system will not send to myDATA types of documents that are not meant to be used in a tourist accommodation.
# All documents must have a clear document order because it is required in myDATA.
# The system only sends revenue receipts to myDATA and not expense receipts.

MyData

2021-08-26T08:47:28Z

Kallia:

= Introduction =
myDATA, i.e. '''my Digital Accounting and Tax Application''', is the name of the new electronic platform, with which A.A.D.E. introduces E-Books into the daily lives of businesses. Through it, the revenues and expenses transactions of companies and other entities that keep accounting records according to the Greek Accounting Standards (ΕΛΠ) are monitored and the accounting and tax result of companies is reflected, derived by the data of the E-Books. '''It concerns all companies''' that keep accounting records according to the "ΕΛΠ" and in accordance with the specific provisions of the law.
=== Deadlines ===
From '''October 1, 2021''', income and expense receipts must be sent to the myDATA platform.

Based on the press release issued by the Ministry of Finance on 28/06/2021:
"...Taking into account the effects of the pandemic on the operation of businesses, as well as the improvement of health conditions, it is determined the gradual, mandatory transmission of documents to the myDATA platform and the interconnection of tax mechanisms with AADE as follows:

1. Transfer of receipts to the myDATA platform

From '''1.10.2021''' they must send their income documents, which they issue from this date onwards:

• Businesses (natural and legal persons) with double-entry bookkeeping and a turnover of over € 50,000.

• Businesses (natural and legal persons) with single-entry bookkeeping and a turnover of over € 100,000.

From '''1.11.2021''', all other companies must submit their income documents.
Revenue receipts issued or the ones that will be issued by companies up to the date of commencement of mandatory transmission, must be transmitted to the myDATA platform no later than '''31.03.2022'''.
It is noted that especially for 2021 the transmission obligation concerns only the income documents and not the accounting classifications of expenses.”

According to the text "Frequently Asked Questions - Answers myDATA * Business Issues" published [https://www.aade.gr/sites/default/files/2021-07/FAQS_epixeirisiakathemata_02.07.2021.pdf here] on '''02.07.2021''', ''"...the year 2020 is a year of education and '''2021 is a year of tolerance for late and inaccurate transmissions'''. The primary goal of the project is to enable businesses to transmit through the '''five''' transmission channels. In any case for 2021 and until the submission of the Income Tax Return for the tax year 2021, companies have the obligation to transmit all their data accurately in relation to the data of their books and E3… "''

'''ATTENTION:''' While in the first phase the invoices that will be issued will not be sent in real time, the transmission will be done in bulk per month, so '''the invoices issued from 1/1/2021 must be issued correctly and, above all, they must have series and no negative amounts''', as required by A.A.D.E. (see below in "Configuring myDATA in hoteliga")

= myDATA & hoteliga =
hoteliga has implemented the additional functions required for the electronic sending of documents to myDATA through the API (interface) provided by A.A.D.E., but always to the extent that the PMS is involved in the pricing procedures of the accommodation business. As '''hoteliga PMS is only involved in revenue pricing''' (e.g. overnight stays), the accounting office that works with the accommodation business or the accounting department of the business should use another system to transmit '''the expense documents''' to myDATA.

= New Features =
After activating the special myDATA functionality in hoteliga, a series of fields and functions that were not previously seen appear in the system. These are:
# Creation of companies and branches for each company. The existence of the concept "Company" did not exist in the hoteliga until now, but it was deemed necessary, as the Tax Identification Number of the issuer of the document needs to be sent to myDATA.
# Matching document types in hoteliga with myDATA document types. Also, for each document type, a document line type must be matched with the possible options allowed by myDATA.
# A third '''"myDATA"''' tab has been added to the invoice window. Through this tab one can:
## Send this individual document to myDATA for the first time.
## To see on the spot the unique U.RE.N (Unique Registration Number) and UID assigned by myDATA to this document.
## To see the upload history of the document in myDATA and any errors that occurred.
## Re-send the document to myDATA to the extent permitted.
# In the '''Reports''' there is a special group myDATA with various reports regarding the historicity of sending documents to A.A.D.E.
# In '''Tools''' there is a possibility of sending documents in bulk to myDATA.

= Activation Steps =

<youtube>XrzicqxChqg</youtube>

== Obtaining myDATA Login Codes ==
The myDATA login codes must be obtained first, and depending on their use, the corresponding steps must be performed.

=== Productive Environment ===
--- Attention: The possibility of switching from test to production environment is in the final stage of testing. You can only use the test environment at this time ---

<s>In case of using the normal environment (true data), the user must do the following:
# Go [http://www.aade.gr/epiheiriseis/mydata-ilektronika-biblia-aade/emporika-logistika-programmata-diaheirisis-erp here] and click on the '''"Login to Application"''' button at the bottom of the page.
# The new page that will appear must be entered with the '''company's Taxisnet codes'''.
# Next, the user has to click on '''"Register to myDATA REST API"''' located at the bottom left of the screen.
# At the bottom of the new page that will appear, the user must click on '''"New user registration"'''.
# In the small window that will appear you must fill in a username, a password (2 times) and an e-mail.
# If all goes well, a user dashboard should appear at the bottom of the screen. This table contains the '''API code''' and '''username''' which you must use below in hoteliga.
# The A.A.D.E. will also send a confirmation e-mail for the creation of the new user, so you should not miss the opening of this e-mail and clicking on the confirmation link.</s>

=== Test Environment ===
When using the test environment, the user must do the following:
# Go to the developers page [https://mydata-dev.portal.azure-api.net here]
# Then you have to click on the '''"Register User"''' button.
# In the new page that will load, you must fill in the required information and click on the '''"Register"''' button.
# If all goes well, the '''"Login Key" (API Code)''' should appear at the bottom of the screen, which in combination with the username will be used later in the hoteliga.

== Enable myDATA Functionality ==
Activate myDATA from the '''Options menu ⇒ Settings⇒ Options ⇒ Invoicing Options ⇒ Enable myDATA'''. You will then need to save this option.
Once myDATA is enabled in hoteliga through the system settings, it can not be disabled later. This is to prevent the system from losing settings by accidentally deactivating myDATA after pre-activating it and requiring the relevant configuration.

== Creation of Company and Branches ==
In the tools section '''(Options⇒Tools)''' there is a special section entitled '''"myDATA"'''. In this section, the admin must create at least one company and branches for each company. The concept "Company" did not exist in hoteliga until now, but it was deemed necessary, as sending the TIN and passwords are now required in myDATA. In hoteliga PMS it is possible to have multiple companies and multiple branches in each company. In branches, you need to create at least one for each company. For the headquarters use the code "0".

About the recipients of the documents:

To send documents to myDATA you will need the TIN, the city, the postal code and the country of the recipient of the document. Also, in the customer window (in the billing details), the branch code is displayed, a field that is optional when creating a customer. The same field can be seen through the reservation window, through the "Customer" tab. If this field is left blank in hoteliga, then when sending a document to which this customer will be the recipient, the value "0" will be sent to myDATA, as myDATA requires a value for this field. The value "0" corresponds to the headquarters of the recipient.

== Invoicing settings in hoteliga ==
The steps to follow in order to prepare your hoteliga account for myDATA are as follows:
# The '''Counters''' through the menu '''Options ⇒ Settings ⇒ Invoicing ⇒ Counters''' should be adjusted based on the new fields that have been added. Specifically, '''for all series/ counters that are active:'''
## The field '''"Series"''' must be filled in with some letters so that '''the series and the invoice number are distinct''', as required by A.A.D.E. In case you already have a character in the "Format" field that is essentially the series, new counters should be used for 2021, and the old/ problematic ones should be turned off.
## In the field '''"Type"''' a document type should be set and the “Invoice item type” should be linked to what item will be invoiced in this counter, i.e. goods, services or both.
## In the '''"Branch"''' field, a branch/headquarters should be set based on the companies and branches defined in the previous step.
# In the '''Extra Charges''', if you use them, you must specify for all active registrations the type of the registration, i.e. define whether it is a good or a service. For example, a soft drink is considered to be a good, while an airport transfer is a service.
# In '''Templates''', in the official documents (i.e. receipts for the provision of services, invoices for the provision of services, etc.), the field “Series” (completed in the previous step) should be added before the invoice number or in another place on the document. This field is <pre>{{ series }}</pre>

== MyDATA mappings in hoteliga ==
Match the types and lines of documents issued by hoteliga with the appropriate types supported by myDATA. Navigate to the mappings from the '''Options ⇒ Tools ⇒ myData ⇒ myDATA accounting doc. mappings'''

= Restrictions =
There are the following restrictions:
# With myDATA functionality enabled, it is not possible to delete documents from the system.
# The system will not send to myDATA types of documents that are not meant to be used in a tourist accommodation.
# All documents must have a clear document order because it is required in myDATA.
# The system only sends revenue receipts to myDATA and not expense receipts.

Hoteliga and Chekin onboarding guide

2021-08-11T08:24:24Z

Kallia: /* FAQs */

== Registration in CheKin ==

In order to connect hoteliga to CheKin please follow these steps:

1. Visit CheKin registration page [https://dashboard.chekin.com/register/type?utm_source=RegisterDashboard] and select the type of accommodations you have in your hoteliga account:

[[File:1.jpg]]

2. Add in the first 3 fields the credentials of your hoteliga account

[[File:2.jpg]]

3. Choose the email and password you prefer to have for your Chekin account

4. Then click on "CONNECT WITH HOTELIGA"

[[File:3.jpg]]

If everything is correct you’ll get access to CheKin’s Web Dashboard.

== Login and setup of your CheKin account ==

In the following link [https://support.chekin.com/knowledge/onboarding-integrations-guide] you will find a guide dedicated to the set up of your account after the integration.
== End of trial period: how to subscribe ==

Once you connect to Chekin you have a trial period of 2 weeks where you can register all the guests you receive in your accommodations.

When the trial ends, you need to complete your subscription to continue using the service. You can do this from the Billing section of your Chekin dashboard:

[[File:4.jpg]]

In order to subscribe after the trial, simply click on “Subscribe” and follow these steps:

1. First, select the number of rooms or properties (for vacation rentals) of your subscription. The minimum for hotel plan is 10 rooms;

2. Then, select your preferred billing period. You can choose between a monthly or a yearly subscription;

3. Lastly, introduce your credit card’s details and proceed to pay for the subscription;

4. Your Chekin subscription is complete!

Once you have an active subscription and a valid payment method, your subscription will automatically renew at the end of the period. You can change between monthly and yearly subscription whenever you want, and any changes in the number of active rooms or properties will automatically update your subscription so Chekin will charge you only for the active properties or rooms during the corresponding period. In the Billing section you can also check past invoices.

== How to disconnect from CheKin ==

You can cancel your Chekin subscription at any time you want, by going to the Billing section of your dashboard and clicking on “Cancel Plan”:

[[File:5.jpg]]

This will stop your account from renewing automatically, but you will be able to access it until the end of the paid period.

== How to get support from CheKin Team ==

If you have any doubts or find issues along the process, you can easily get help from your dashboard by clicking on “Help” at the top banner. You have 2 options: visit the help center [https://www.zendesk.com/help-center-closed/?utm_content=supportchekin.zendesk.com&utm_source=helpcenter-closed&utm_medium=poweredbyzendesk] or chat with the CheKin team. You can also use the chat by clicking in the icon on the bottom right corner:

[[File:6.jpg]]

Also, you can send an email to support@chekin.io

== Let’s sum it up: which info is synced with the integration and which are Chekin main features? ==

* All Hoteliga listings and bookings are reflected on the Chekin dashboard too and if some info changes on Hoteliga side it is automatically updated on Chekin too;

* Online Chekin: you can stay relaxed, your guests will register their data online before the arrival;

* Self Chekin: in case you allow remote access to your accommodation Chekin will help you requiring your guests to verify online their identity with a biometric match technology;

* Legal compliance solved: forget about the manual registration of guests data on authorities websites and manual fulfillment of several docs, Chekin will take care of everything

== FAQs ==

''' I am a Chekin user already, can I use my existing account for the Hoteliga integration? '''

Unfortunately not, the connection with Hoteliga requires to create a new Chekin account. So download all the documentation from the old one and then connect to Chekin via Hoteliga. Contact the CheKin team in order to delete your former account.

'''How can I add bookings to my Chekin account?'''

All your Hoteliga bookings will be synced in your Chekin account, so you don’t need to generate them again!

''' How frequently bookings are synced in Chekin? '''

All your Hoteliga bookings are updated in your Chekin account every 3 hours.

'''Is the online check-in link retrieved in my Hoteliga account so I can add it to my PMS auto emails/messages?'''

For this integration the online check-in link is not being sent back to the PMS.

'''Is Chekin sending guests data back to my Hoteliga account?'''

For this integration guests data are not being sent back to the PMS.

'''Is Chekin available on mobile devices?'''

Yes, there is a mobile app you can download from these links:

iOS: https://apps.apple.com/bs/app/chekin-lite/id1466604339

Android: https://play.google.com/store/apps/details?id=com.chekinlite.app&hl=es&gl=US

'''I am using the mobile app but I can’t change some settings of my account/properties'''

The app is only for managing reservations and registering guests. All your properties and account settings, as well as the documentation and billing information of your account can be managed from the online Dashboard.

Hoteliga and Chekin onboarding guide

2021-08-11T08:23:12Z

Kallia: /* FAQs */

== Registration in CheKin ==

In order to connect hoteliga to CheKin please follow these steps:

1. Visit CheKin registration page [https://dashboard.chekin.com/register/type?utm_source=RegisterDashboard] and select the type of accommodations you have in your hoteliga account:

[[File:1.jpg]]

2. Add in the first 3 fields the credentials of your hoteliga account

[[File:2.jpg]]

3. Choose the email and password you prefer to have for your Chekin account

4. Then click on "CONNECT WITH HOTELIGA"

[[File:3.jpg]]

If everything is correct you’ll get access to CheKin’s Web Dashboard.

== Login and setup of your CheKin account ==

In the following link [https://support.chekin.com/knowledge/onboarding-integrations-guide] you will find a guide dedicated to the set up of your account after the integration.
== End of trial period: how to subscribe ==

Once you connect to Chekin you have a trial period of 2 weeks where you can register all the guests you receive in your accommodations.

When the trial ends, you need to complete your subscription to continue using the service. You can do this from the Billing section of your Chekin dashboard:

[[File:4.jpg]]

In order to subscribe after the trial, simply click on “Subscribe” and follow these steps:

1. First, select the number of rooms or properties (for vacation rentals) of your subscription. The minimum for hotel plan is 10 rooms;

2. Then, select your preferred billing period. You can choose between a monthly or a yearly subscription;

3. Lastly, introduce your credit card’s details and proceed to pay for the subscription;

4. Your Chekin subscription is complete!

Once you have an active subscription and a valid payment method, your subscription will automatically renew at the end of the period. You can change between monthly and yearly subscription whenever you want, and any changes in the number of active rooms or properties will automatically update your subscription so Chekin will charge you only for the active properties or rooms during the corresponding period. In the Billing section you can also check past invoices.

== How to disconnect from CheKin ==

You can cancel your Chekin subscription at any time you want, by going to the Billing section of your dashboard and clicking on “Cancel Plan”:

[[File:5.jpg]]

This will stop your account from renewing automatically, but you will be able to access it until the end of the paid period.

== How to get support from CheKin Team ==

If you have any doubts or find issues along the process, you can easily get help from your dashboard by clicking on “Help” at the top banner. You have 2 options: visit the help center [https://www.zendesk.com/help-center-closed/?utm_content=supportchekin.zendesk.com&utm_source=helpcenter-closed&utm_medium=poweredbyzendesk] or chat with the CheKin team. You can also use the chat by clicking in the icon on the bottom right corner:

[[File:6.jpg]]

Also, you can send an email to support@chekin.io

== Let’s sum it up: which info is synced with the integration and which are Chekin main features? ==

* All Hoteliga listings and bookings are reflected on the Chekin dashboard too and if some info changes on Hoteliga side it is automatically updated on Chekin too;

* Online Chekin: you can stay relaxed, your guests will register their data online before the arrival;

* Self Chekin: in case you allow remote access to your accommodation Chekin will help you requiring your guests to verify online their identity with a biometric match technology;

* Legal compliance solved: forget about the manual registration of guests data on authorities websites and manual fulfillment of several docs, Chekin will take care of everything

== FAQs ==

''' I am a Chekin user already, can I use my existing account for the Hoteliga integration? '''

Unfortunately not, the connection with Hoteliga requires to create a new Chekin account. So download all the documentation from the old one and then connect to Chekin via Hoteliga. Contact the CheKin team in order to delete your former account.

'''How can I add bookings to my Chekin account?'''

All your Hoteliga bookings will be synced in your Chekin account, so you don’t need to generate them again!

''' How frequently bookings are synced in Chekin? '''

All your Hoteliga bookings are updated in your Chekin account every 3 hours.

'''Is the online check-in link retrieved in my Hoteliga account so I can add it to my PMS auto emails/messages?'''

For this integration we don’t send the online check-in link back to the PMS.

'''Is Chekin sending guests data back to my Hoteliga account?'''

For this integration we don’t send guests data back to the PMS.

'''Is Chekin available on mobile devices?'''

Yes, we also have a mobile app you can download from these links:

iOS: https://apps.apple.com/bs/app/chekin-lite/id1466604339

Android: https://play.google.com/store/apps/details?id=com.chekinlite.app&hl=es&gl=US

'''I am using the mobile app but I can’t change some settings of my account/properties'''

The app is only for managing reservations and registering guests. All your properties and account settings, as well as the documentation and billing information of your account can be managed from the online Dashboard.

Hoteliga and Chekin onboarding guide

2021-08-11T08:20:02Z

Kallia: /* FAQs */

== Registration in CheKin ==

In order to connect hoteliga to CheKin please follow these steps:

1. Visit CheKin registration page [https://dashboard.chekin.com/register/type?utm_source=RegisterDashboard] and select the type of accommodations you have in your hoteliga account:

[[File:1.jpg]]

2. Add in the first 3 fields the credentials of your hoteliga account

[[File:2.jpg]]

3. Choose the email and password you prefer to have for your Chekin account

4. Then click on "CONNECT WITH HOTELIGA"

[[File:3.jpg]]

If everything is correct you’ll get access to CheKin’s Web Dashboard.

== Login and setup of your CheKin account ==

In the following link [https://support.chekin.com/knowledge/onboarding-integrations-guide] you will find a guide dedicated to the set up of your account after the integration.
== End of trial period: how to subscribe ==

Once you connect to Chekin you have a trial period of 2 weeks where you can register all the guests you receive in your accommodations.

When the trial ends, you need to complete your subscription to continue using the service. You can do this from the Billing section of your Chekin dashboard:

[[File:4.jpg]]

In order to subscribe after the trial, simply click on “Subscribe” and follow these steps:

1. First, select the number of rooms or properties (for vacation rentals) of your subscription. The minimum for hotel plan is 10 rooms;

2. Then, select your preferred billing period. You can choose between a monthly or a yearly subscription;

3. Lastly, introduce your credit card’s details and proceed to pay for the subscription;

4. Your Chekin subscription is complete!

Once you have an active subscription and a valid payment method, your subscription will automatically renew at the end of the period. You can change between monthly and yearly subscription whenever you want, and any changes in the number of active rooms or properties will automatically update your subscription so Chekin will charge you only for the active properties or rooms during the corresponding period. In the Billing section you can also check past invoices.

== How to disconnect from CheKin ==

You can cancel your Chekin subscription at any time you want, by going to the Billing section of your dashboard and clicking on “Cancel Plan”:

[[File:5.jpg]]

This will stop your account from renewing automatically, but you will be able to access it until the end of the paid period.

== How to get support from CheKin Team ==

If you have any doubts or find issues along the process, you can easily get help from your dashboard by clicking on “Help” at the top banner. You have 2 options: visit the help center [https://www.zendesk.com/help-center-closed/?utm_content=supportchekin.zendesk.com&utm_source=helpcenter-closed&utm_medium=poweredbyzendesk] or chat with the CheKin team. You can also use the chat by clicking in the icon on the bottom right corner:

[[File:6.jpg]]

Also, you can send an email to support@chekin.io

== Let’s sum it up: which info is synced with the integration and which are Chekin main features? ==

* All Hoteliga listings and bookings are reflected on the Chekin dashboard too and if some info changes on Hoteliga side it is automatically updated on Chekin too;

* Online Chekin: you can stay relaxed, your guests will register their data online before the arrival;

* Self Chekin: in case you allow remote access to your accommodation Chekin will help you requiring your guests to verify online their identity with a biometric match technology;

* Legal compliance solved: forget about the manual registration of guests data on authorities websites and manual fulfillment of several docs, Chekin will take care of everything

== FAQs ==

''' I am a Chekin user already, can I use my existing account for the Hoteliga integration? '''

Unfortunately not, the connection with Hoteliga requires to create a new Chekin account. So download all the documentation from the old one and then connect to Chekin via Hoteliga. Contact us in order to delete your former account.

'''How can I add bookings to my Chekin account?'''

All your Hoteliga bookings will be synced in your Chekin account, so you don’t need to generate them again!

''' How frequently bookings are synced in Chekin? '''

All your Hoteliga bookings are updated in your Chekin account every 3 hours.

'''Is the online check-in link retrieved in my Hoteliga account so I can add it to my PMS auto emails/messages?'''

For this integration we don’t send the online check-in link back to the PMS.

'''Is Chekin sending guests data back to my Hoteliga account?'''

For this integration we don’t send guests data back to the PMS.

'''Is Chekin available on mobile devices?'''

Yes, we also have a mobile app you can download from these links:

iOS: https://apps.apple.com/bs/app/chekin-lite/id1466604339

Android: https://play.google.com/store/apps/details?id=com.chekinlite.app&hl=es&gl=US

'''I am using the mobile app but I can’t change some settings of my account/properties'''

The app is only for managing reservations and registering guests. All your properties and account settings, as well as the documentation and billing information of your account can be managed from the online Dashboard.

Hoteliga and Chekin onboarding guide

2021-08-11T08:16:30Z

Kallia: /* Let’s sum it up: which info is synced with the integration and which are Chekin main features? */

Hoteliga and Chekin onboarding guide

2021-08-11T08:15:01Z

Kallia: /* How to get support from CheKin Team */

File:6.jpg

2021-08-11T08:10:49Z

Kallia:

Hoteliga and Chekin onboarding guide

2021-08-11T08:09:55Z

Kallia:

Hoteliga and Chekin onboarding guide

2021-08-11T08:07:34Z

Kallia: /* How to disconnect from CheKin */

File:5.jpg

2021-08-11T08:07:11Z

Kallia:

Hoteliga and Chekin onboarding guide

2021-08-11T08:06:38Z

Kallia: /* How to disconnect from CheKin */

Hoteliga and Chekin onboarding guide

2021-08-11T08:05:56Z

Kallia: /* End of trial period: how to subscribe */

File:4.jpg

2021-08-11T08:05:22Z

Kallia: Kallia uploaded a new version of File:4.jpg

File:4.jpg

2021-08-11T08:04:00Z

Kallia: Kallia uploaded a new version of File:4.jpg

File:4.jpg

2021-08-11T08:01:45Z

Kallia:

Hoteliga and Chekin onboarding guide

2021-08-11T08:01:26Z

Kallia: /* End of trial period: how to subscribe */

Hoteliga and Chekin onboarding guide

2021-03-24T18:18:23Z

Kallia:

Hoteliga and Chekin onboarding guide

2021-03-24T18:14:49Z

Kallia:

File:3.jpg

2021-03-24T18:11:59Z

Kallia:

Hoteliga and Chekin onboarding guide

2021-03-24T18:09:12Z

Kallia:

File:2.jpg

2021-03-24T18:08:52Z

Kallia: Kallia uploaded a new version of File:2.jpg

File:2.jpg

2021-03-24T18:03:25Z

Kallia:

Hoteliga and Chekin onboarding guide

2021-03-24T18:02:35Z

Kallia:

Hoteliga and Chekin onboarding guide

2021-03-24T18:01:50Z

Kallia:

File:1.jpg

2021-03-24T18:01:28Z

Kallia:

Hoteliga and Chekin onboarding guide

2021-03-24T17:59:55Z

Kallia: Created page with "== Registration in CheKin == In order to connect hoteliga to CheKin please follow these steps: 1. Visit CheKin registration page [https://dashboard.chekin.com/register/type?..."

Chekin

2021-03-24T17:54:04Z

Kallia: Created page with " hoteliga and Chekin onboarding guide "

[[ hoteliga and Chekin onboarding guide ]]

PMS

2021-03-24T17:50:01Z

Kallia:

PMS stands for Property Management System

== Main Functionality ==
hoteliga PMS has the following features:
* '''Reservations Management''' ([[The Dashboard (Home Page)|dashboard]], [[The Reservations Calendar|reservations calendar]], [[The Reservations Table|reservations table]], [[The Room Layout|room layout]])
* '''[[Customer Management]]''' (customer reservation history, transactions, customer categorization)
* '''Guest Management''' (guest details, guest reports)
* '''Agencies Management''' ([[Contracts|contracts]], transactions, balances)
* '''[[Housekeeping]]''' (plans, tasks, mobile app)
* '''[[Invoicing]]''' (taxes, counters, [[templates]], [[reports]])
* '''Room Maintenance''' (out of service and out of order)
* '''Export Data for the Authorities''' (police and statistics authorities)
* '''[[Automation]]''' (automated emails)

== Key Characteristics ==
* Highly localizable (languages, currencies, taxation)
* Multiple [[Contracts|contracts]]
* [[Price Lists|Price lists]] season-based or day-by-day
* [[Users|User management]]
* Dynamic [[Templates|templates]]
* Many general and detailed [[Reports|reports]]
* Optional integrated direct connections with OTAs ([[Channel Manager|hoteliga channel manager]]) or third-party channel managers
* Optional integration with [[Booking Engine|hoteliga booking engine]]
* [[API]] available for custom applications

== The User Interface ==
* [[The Dashboard (Home Page)]]
* [[The Reservations Calendar]]
* [[The Reservation Window]]
* [[The Room Layout]]
* [[Other Settings]]

== Key Concepts ==
* Simplified Look, Easy to Understand
* [[The Normal and the Agreed Price|Normal price and agreed price]]
* Overbooking allowed (and highlighted)
* Room capacity on room level, not on room-type level
* No night audits
* Similar user experience in desktop and mobile

== HOW-TO's ==
* How to [[Property Setup|setup your property]]
* How to [[Room Setup|set room types, room groups and rooms]]
* How to [[Special prices Setup|set special prices]]
* How to [[Booking agency Setup|create a booking agency]]
* How to [[Housekeeping Setup|set rules for housekeeping]]
* How to [[Extra charges|add extra charges]]
* How to [[Change Board name|change board name]]
* How to [[Create New Users|create new users]]
* How to [[Create Vouchers|create new vouchers]]
* How to [[How to Ensure Delivery of E-mails Sent Through the PMS|ensure delivery of e-mails sent through the PMS]]

== Integrations ==
* '''[[Chekin]]'''

PMS

2021-03-24T17:47:58Z

Kallia:

How to Connect an Airbnb Account and its Listings

2020-10-13T07:52:37Z

Kallia:

This tutorial is for adding new AirBnb connection to hoteliga account.

To make a new connection you have to follow next steps.

== Managing Accounts ==
=== Authorizing AirBnb Account ===
At this moment you are supposed to already have an AirBnb account.

To add a new connection you need to go to Channel Manager area (Options ⇒ Channel Manager). You should see the AirBnb (Official) area. If you don't, it means you don't have permission to create an AirBnb channel (please contact us for more information).

[[File:Channel_manager_index_en.png|900px]]

As the next step you need to go to Accounts page (first button in AirBnb (Official) area).

You will see an empty page with red button "Connect with Airbnb":

[[File:Accounts grid en.png|900px]]

1) Before clicking the button, '''it is advised to be logged in to your AirBnb account'''.

2) After clicking on "Connect with Airbnb" you will be redirected to the Airbnb page, where you will give access to hoteliga:

[[File:Airbnb_terms_en.png|900px]]

3) After giving access you will be redirected back to account list:

[[File:Added airbnb account en.png|900px]]

The account was authorized successfully.

To add another account repeat 1-3 steps above.

=== Unauthorizing AirBnb Account ===
To disconnect an Airbnb account, go to Accounts and click on the account you want to disable and select '''"Disconnect account"''':

[[File:Disconnect airbnb account en.png|900px]]

After disconnecting successfully no information about this account will be available to hoteliga.

You can remove access from hoteliga of an account from your Airbnb control panel:

[[File:Airbnb remove access en.png|600px]]

If you do so, you also have to remove this account from hoteliga by clicking '''"Remove disconnected account"''' (Accounts page).

== Managing Listings ==
Listings, in Airbnb, are equivalent and connected to room types in hoteliga. If a room type has more than one room, then all of them should offer the same amenities and services.

Airbnb will be updated with the number of available rooms for listings mapped to room types.

For example you have 3 listing in your Airbnb account:

[[File:Airbnb listings en.png]]

Inside of hoteliga listings (Channel Manager ⇒ Listings (second button in AirBnb section)) you will see all Airbnb listings from all authorized accounts:

[[File:Listings hoteliga en.png|900px]]

The meaning of columns are:

* '''Listing name''' - the name you have set inside Airbnb account for a listing
* '''Account email''' - the email of the authorized account
* '''Room type''' - associated hoteliga room type title (when listing is connected)
* '''Available''' - if a listing is available, '''no''' - listing is not available, and no reservation can be made
* '''Connected''' - if a listing is connected, that is prices and inventory are managed through hoteliga
* '''Channel name''' - the channel name which will be created in hoteliga and associated with airbnb listing
* '''Sync category''':
** '''Disconnected''' - a listing is not managed by hoteliga
** '''Limited''' - hoteliga sends updates only about prices and availability

=== Connecting an AirBnb listing ===
When you click on a listing you will see a modal, where you can edit only 3 fields: room type (hoteliga room type), connected and available switch buttons.

[[File:Listing modal en.png|600px]]

To connect a listing with hoteliga you should choose a hoteliga room type and enable '''connected'''.

[[File:Connected listing en.png|600px]]

When you reopen window you will see that Available is also enabled and there is an associated channel and also sync category is '''Limited'''.

[[File:Complete connected listing en.png|600px]]

The field '''Approved''' means that from AirBnb side this listing was checked for minimum required information (title and at least one photo). If there is no photo, instead of '''approved''' you will see '''rejected''' and below in '''Approval notes''' the reason why this listing was rejected. "Rejected" means no reservation can be made for this listing.

You can also make the listing unavailable, but it still will be managed through hoteliga. "Unavailable" is like the same as a closed property.

Now from your hoteliga domain you can manage an AirBnb listing.

==== Managing AirBnb Channel ====
After connecting a listing an associated record in Channels (Options ⇒ Channel Manager ⇒ Channels) will be created:

[[File:Airbnb Channels en.png|800px]]

When you disconnect a listing, the associated record will be deleted from Channels.

Here, you can change channel title.
* '''Channel property ID''' - is the associated listing ID
* '''account_id''' - the host's ID (AirBnb account ID)
* '''inventory_count''' - more than one room of this room type are available (should be 0 or 1):
** 0 - means that mapped room type has only one room and AirBnb will be updated if the room type is available or not
** 1 - means that mapped room type has more than one rooms and AirBnb will be updated with how many rooms are available
* '''include_commission''' - whether the agreed price in the reservation will include the commission of Airbnb (should be 0 or 1):
** 0 - means that the Airbnb commission will not be calculated in the agreed price of the reservation
** 1 - means that the Airbnb commission will be calculated in the agreed price of the reservation

[[File:Airbnb channel en.png|600px]]

For this channel, the room type mapping will, also, be created automatically. Here, you can also change the mapped room type:

[[File:Airbnb room type mapping en.png|600px]]

You also need to map rates inside of "Price list" tab. For AirBnb there is only one rate.

[[File:Airbnb map rates en.png|600px]]

=== After connecting a listing ===
After successfully connecting a listing, so that is managed through hoteliga, create a booking agency and a price list for Airbnb, if they are not created already.

Then create a contract for the newly created channel.

=== Upload available rooms ===
After setting target sales for this room type in the contract (Settings => Contracts) select "Save" in the "Rooms" tab, so that Airbnb gets updated with the current room availability.

=== Upload prices ===
Upload prices to Airbnb by selecting "Save" in the "Price list" tab inside the related contract.

== Seasonal Rules ==
Seasonal Rules are pricing and/or availability rules that are created on account level and can be applied for a specific time period over listings.

In order to review the existing seasonal rules, for all authorized accounts, select "Seasonal Rules" (Channel Manager => Seasonal Rules).

[[File:Airbnb_seasonal_rules_review.png|900px]]

=== Create a Seasonal Rule ===
Select the "New Seasonal Rule". In the modal that will open, the minimum required fields is a title and the e-mail of the account to which the new rule will be added.

Note, that seasonal rules can be applied only to listings of the account, to which they belong. "Rule id" can not be selected or modified, since it is determined from Airbnb.

[[File:Airbnb_new_seasonal_rule_1.png|900px]]

[[File:Airbnb_new_seasonal_rule_2.png|900px]]

* '''Title''' - is the selected naming of the seasonal rule
* '''Rule id''' - can not be selected or modified, since it is a unique identifier determined from Airbnb.
* '''Color''' - select the color that will be applied to the days that this rule is applied to (calendar in Airbnb page)
* '''E-mail''' - the e-mail of the account for which the rule will be created
* '''Pricing Rules'''
** '''Seasonal adjustment''' - a percentage or fixed amount applied to the base nightly price (daily or custom price)
** '''Length-of-stay adjustment''' - a percentage or fixed amount applied to the adjusted seasonal price if they stay a specified length of time
** '''Last-minute discount''' - modify the adjusted seasonal price by a percentage or fixed amount if guests book within a specified date/time of their stay
** '''Booking-ahead discount''' - deduct a percentage or fixed amount from the adjusted seasonal price if they book before a specified date/time before their stay
* '''Availability Rules'''
** '''Closed on arrival''' - days of the week when guests cannot check-in
** '''Closed on departure''' - days of the week when guests cannot check-out
** '''Max nights''' - for each day of the week, the maximum nights guests can stay if they check-in on that day
** '''Min nights''' - for each day of the week, the minimum nights guests can stay if they check-in on that day

When adding pricing rule(s), remember to click on the "Add" button so that is added.
After creating the desired pricing and/or availability rules click on "Save".

=== Update a Seasonal Rule ===
Select the desired rule and apply the desired modifications. "Rule id" and "E-mail" fields can not be updated.
After applying changes click on "Save".

=== Delete a Seasonal Rule ===
Select the desired rule and click on the "Delete" button.

=== Applied Seasonal Rules ===
In order to review the applied seasonal rules on a listing, select the desired listing from listings' list (Channel Manager => Listings).

In the modal select the "Seasonal Rules" tab. Here you can review, which rule and over which time period(s) is applied.

[[File:Airbnb applied rules.png|900px]]

In order to apply a Seasonal Rule select one from the "Title" dropdown menu, select the time period for which you want to be applied and select "Add".

[[File:Airbnb_apply_rule.png|900px]]

The same rule can be applied for different time periods. If applying multiple rules for the same time period, the latest one will take effect.

In order to remove applied Seasonal Rules, select the desired time period and click on "Delete" button.

[[File:Airbnb_remove_rule.png|900px]]

== Getting Prices from AirBnb ==
Navigate to available listings (Channel Manager ⇒ Listings) and select a connected listing.

Selecting "Get Prices" will retrieve the prices that are set for this listing for the next two(2) years and will update accordingly the related hoteliga price list.

In order to use this feature, it is required that listing is connected and there is already a contract for the related channel.

[[File:Airbnb_get_prices_en.png|900px]]

== Getting Reservations from AirBnb ==
Navigate to available listings (Channel Manager ⇒ Listings) and select a connected listing.

Selecting "Get Reservations" will retrieve and register in hoteliga all future reservations made for this listing.

[[File:Airbnb_get_reservations.png|900px]]