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Release Details

Product: Bookings - EQ1

Release Date: Wednesday 13th Monday 25th November 2024

Summary: A new feature in Equiem One which….which allows you to override the defaul

Overview

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Resource Cost Override

Note

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

Background

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Manual Approval for Selected Companies

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

It’s now possible to have a combination of both. In the Permissions section of the resource form, there are 3 options to choose from for BOOKING APPROVALS:

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The first two options relate to the original functionality:

  • Automatically approve all bookings

  • Manually approve all bookings

The third option Manually approve bookings for selected companies enables you to specify which companies require approval for their bookings. When selecting that option, you’ll be presented with a drop down field to select which companies this applies to:

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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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This feature applies to manual approval bookings (i.e. the booking is in a Pending approval state) and the payment type is Invoice

Background

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Overriding the Default Resource Rate

Providing a booking is in the Pending approval state and the Host has chosen to pay via Invoice, you are able to edit the booking and override the default resource rate cost 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

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.

Question

Answer

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

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,