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Release Details

Product: Bookings - EQ1

Release Date: Wednesday 13th November 2024

Summary: A new feature in Equiem One which….

Overview

Enquiry Type Resources & Rate Override Capability

Note

Certain parts of this feature need configuring at a resource level.

Background

Lorem

Manual Approval for Selected Companies

Previously, a resource could be configured to either automatically approve or require manual approval for every booking.

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Info

The list of companies shown in the drop down is derived from the companies which are able to make a booking based on the Who can book this resource? settings:

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Overriding the Default Resource Rate

Providing a booking is in the Pending approval state, you are able to edit the booking and override the default resource rate before it is approved or rejected.

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Tip

The booking has now been approved and the default resource rates have been overridden with a new total. A confirmation email will be sent to the Host confirming their booking and the total cost.

Activity Log

If a booking has had the default rates overridden, this will be recorded in the activity log section when viewing the booking.

Additionally, an info icon will be shown next to the total to indicate that the original total cost was overridden.

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Reconciliation Report

Similarly, when viewing the Reconciliation tab, any bookings which have been overridden will show an info icon next to the Total cost to indicate the original total:

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If the booking total has been overridden, the new total will be shown in the Total cost column and the original total in the Original total cost column.

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FAQs

Question

Answer

If you configure a resource for manual approvals, for selected companies, what happens to all other bookings?

If you don’t belong to one of the companies, and the resource is available to you for booking, your booking will automatically be approved.

Can I override the total cost of a confirmed booking?

No. You can only override the total cost for bookings in the Pending approval state which haven’t yet been approved/rejected.

Does the booking automatically get approved after overriding the total cost?

Yes. You do not need to approve the booking after this. Overriding the total cost is considered an approval of the booking,