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General information about Lodgit Desk
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Description of the menu items
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Reservation Schedule
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Edit preferences
- Edit the Preferences
- Edit functions of the reservation schedule
- Edit booking defaults for the reservation schedule
- Evaluate labels
- Create and manage labels
- Preferences for tax rates
- QuickCorrect: edit tax rates in existing bookings
- City / Accommodation Tax
- Preferences for payment terms and methods
- Preferences for currency
- Numbering for invoices, offers and confirmations
- Guest Preferences
- Emails
- Print and PDF Options
- Preferences for letter layout
- Settings for the sender address
- Preferences for country address formats
- Return Confirmation
- Deposit Options
- Invoicing options
- Create database backup
- Check for updates
- Settings for Proxy Server
- Preferences for accounting export
- Show EPC QR code on invoices
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Object Management
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- Create and delete rentable units
- Edit rentable unit information
- Edit unit's profile
- Define Features for a Rentable Unit
- Automatically change the cleaning status of a rentable unit
- Add short description for a rentable unit
- Link package to a rentable unit
- Optional: packages bookable online
- Define print options
- Statistics options
- Notes
- City/Accommodation tax for a rentable unit
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Extras and packages
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Create and manage price lists
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Bookings
- Bookings
- Create booking
- Create a (group) reservation using the booking assistant
- Open booking
- Change booking status to Booked
- Change booking status to Checked In
- Change the booking status to Checked Out
- Change booking status to Disabled
- Edit booking time frame
- Move booking to another unit
- Split a booking (move into another unit)
- Add a main contact to a booking
- Edit price and price unit for a booking
- Add an agent to a booking
- Add child discount
- Add, edit and bill deposits for bookings
- Add guests to a booking
- Print registration form
- Add extras and packages to a booking
- Deleting extras from a booking
- Add notes to a booking
- View and print correspondence
- Add, edit and delete a city tax
- Create group reservation
- Remove from group reservation
- Overview over the (group) booking
- Edit the main contact of a booking
- Delete booking
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Guest Management
- Guest Management
- Add / Duplicate / Delete Guest
- Merge guests
- Block guest
- Automatic and custom groups
- Search for a guest
- Send emails
- Write (bulk) letters and emails
- Edit guest profile
- Define guest discount
- Add and edit communicative and other data
- Add and edit notes to a guest
- Import guest data
- Export guest data
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User Management
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Correspondence
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Dunning Run
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List of unpaid invoices
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Text Management
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Create receipts & Cashbook
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Financial Reports
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Agents
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Lists
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Additional Modules
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- Additional Module: Synchronisation and Channel Manager
- General settings for the synchronisation
- Settings for the Lodgit Online Booking System
- Settings for synchronising with channel manager CultSwitch
- Settings for synchronising with channel manager DIRS21 channelswitch
- Settings for synchronising with channel manager HotelSpider
- Settings for synchronising with channel manager MappingMaster
- Settings for channel manager Siteminder
- Frequently Asked Questions Regarding Channel Managers
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- Kassensicherungsverordnung 2020 (TSE) in English
- Putting the TSE into operation
- Initialisation of the TSE and activation of the interface
- Working with the TSE
- Status Messages of the TSE
- Overview of functions in expert mode
- TSE Export
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- FAQs about Cash Security Regulation & TSE
- Moving the TSE to a new computer
- The certificate of my TSE has expired - What to do?
- Performing firmware updates for the Epson TSE receipt printer TM-m30F
- Connection to local IP address not possible
- Returning to the TSE wizard if you closed the message at the beginning
- Unlock and change PINs and PUK
- Status message: "Not authorised"
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Definitions
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Frequently Asked Questions
- Frequently Asked Questions
- Installing the 64-bit version under Windows
- Moving your Database to a new Server
- Transfer Lodgit database to a new computer
- Download Server Database Backup
- Postpone, shorten, extend billed bookings
- Enter the opening balance of the cash register in the Lodgit cash book
- Channelmanager DIRS21: Set Up Inheritance
- Database server and license data update
- Price for final cleaning to be added to the first night's stay
- Change payment method of invoices
- Renew Your License
- Completing of the HESTA form (CH)
- Which POS systems are compatible with the Lodgit interface?
- MappingMaster - Transfer of prices and linking of extra items
- Datenbankserver: Database malformed
- Database server and "vanished" online bookings or "changing" vacancies
- How to connect Lodgit and Airbnb
- How do I delete an online booking?
- Highlight blocked dates in the Lodgit Online system booking calendar
- GoBD-export - How do you access the data during a tax audit?
- Seperate Invoices for one Booking
- Display Options for the Occupancy Plan
- Completing and setting the cash book to 0
- macOS High Sierra: Do not store database in the iCloud
- Database server error: Database is locked
- Transmitting prices and linking extra items to MappingMaster
- Use Lodgit Desk on more than one computer
- Assign Booking
- How to charge cancellation fees
- Sell and redeem vouchers in Lodgit Desk
- Create comments and remarks on invoice items
- Highlighting Special Periods in the Occupancy Plan
- Invoice with Company Address but Registration Form with Guest Address
- Email attachments will be sent to the recipient as 'winmail.dat'
- Change Language of Lodgit Desk
- cubeSQL: Disconnected / switch back to local database
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Shortcuts
EPOS System “Standard (PROTEL-compatible)”
This standard interface allows the automatic importing of revenues from your gastronomy software into Lodgit Desk, as long as it uses a PROTEL-compatible protocol. The revenues will automatically be added as Extras to the corresponding booking. If a revenue can’t be automatically added to the corresponding booking, it will be listed in an error log which then lets you added them manually.
Preferences
To define the preferences for the “Standard (PROTEL-compatible)” interface go to:
Windows: Edit > Preferences > EPOS Systems
Mac OS X: Lodgit Desk > Preferences > EPOS Systems
and select the interface “Standard (PROTEL-compatible)”.
Options
To use the interface properly the following things are necessary.
Interface Active
This activates or deactivates the interface. If the interface is deactivated, no guest-unit-file is created and no bookings are being analysed.
Location for the guest-unit-file “INHOUSE.DAT”
This is the location where your software expects the file “INHOUSE.DAT”. This file is automatically created by Lodgit Desk and contains a list of all currently checked in guests. This location can be on a network, but Lodgit Desk needs to be allowed to write in this location.
Location for the revenue file “ROOMBOOK.DAT”
This is the location where your software expects the file “ROOMBOOK.DAT”. This file is automatically created by the gastronomy software and contains a list of sold products and services (revenues). This location can be on a network, but Lodgit Desk needs to be allowed to write in this location.
Carriage Return
The check mark activates the automatic insertion of an additional carriage return, i.e. an additional empty line at the end of INHOUSE.DAT. You can find out if you need to check the box by checking that all checked-in guests are displayed. Is this
is not the case, please check the box.
Decimal Separator
Adjust the decimal separator to the one your EPOS System is using.
Text Coding
If, for example, special characters are not displayed correctly, select the appropriate text encoding here.
Interface
Here you select how Lodgit should handle the revenue file “ROOMBOOK.DAT”, depending on what your cash register “requires”. If necessary, ask your manufacturer or alternatively try out what works:
If you choose Protel-Standard, the file will be processed and then the content deleted. When using Protel-Novacon, the file is renamed, processed and then deleted.
Actions Menu
The guest-unit-file and the revenue file will automatically be created and analysed by the software and Lodgit Desk.
Using the Actions Menu you can create the guest-unit-file and the revenue file manually to check if and how it works. You can also use this menu to open the error log.
Room booking
Extras
You can bundle all imported extra items so that they’ll appear in one package per bill and make the final invoice easier to understand.
Tax rates
Here you select whether the sales from the POS are to be transferred as a service with or a disbursement without value-added tax.
“Disbursements” differ from other payments in that they are to be reimbursed by a third party on a one-to-one basis. In business terms, this does not mean remuneration for services, but only the passing on of concrete expenses.
The corresponding account can be set in the >Preferences under “>Accounting Export >Accounts >Default Extras >EPOS Systems”
Important: All tax rates must be assigned to the same number they have in the EPOS system! You can adjust the numbers individually.
Extras
To correctly map the items and services from the EPOS system to Lodgit Desk, you’ll have to enter them into the Extras Management. Add the item’s number in the EPOS system as the name and its description as the title:
Price and tax rate will be imported from the EPOS system. As the price unit, please select “per piece”.