Updating Booking (Accept/Reject) Manually

How to review bookings.

Transactions will appear in the received Bookings list once the Seller has uploaded them into Travel Ledger and committed them to the platform. They are now ready for the buyers to review.

Each transaction will need to have a status set either during or prior to the buyer review period, this can be done manually by Reviewing Bookings Line by Line or by Updating Multiple Bookings.

Once the Buyer review period is closed, the bookings are locked, and the status is no longer editable. At this point the Buyer is fully committed to the status they have chosen, and the agreed amount will be paid to the seller during the settlement. Any changes needed after this point would have to be loaded as additional amounts or as a refund in the next booking file committed by the Seller.

Updating Individual Bookings

When the transactions are displayed the status will be blank until it has been updated by the Buyer. To update a single transaction a Buyer will need to look at the 'Transaction Status' column and select one of the following Status values: Accepted, Rejected or Amended.

Accepted

Rejected

Amended

The 'Hide Actioned' button allows you to hide all transactions that you have already assigned a status to, giving you the opportunity to exclusively focus on transactions that have not yet been actioned.

Dependent on the Business Terms set, any bookings that do not have a status applied to them during the Buyer review window may be void and payment may not be made to the seller. If a Buyer misses the window to manage their bookings, they may need to ask the seller to reload and commit the bookings for them to review.

Updating Multiple Bookings

It is possible to update multiple transactions in one go, rather than having to update transactions line by line.

There are two ways to do this, you can either click the check box to the left of each applicable row, when all desired lines are selected click on 'Accept Selected'.

Alternatively, if you wish to accept all bookings on the page, you can click the small 'select all' square at the top left of the view and then click on 'Accept Selected'.

It is also possible (as long as the review window is open) to update transactions that have previously been changed to 'Amended' or 'Rejected' status. The platform will issue a warning which you need to accept when doing this in bulk. This method of 'managing by exception' is very effective when you are accepting the vast majority of bookings. Simply select all and 'accept selected' before managing any small volumes rejections or amendments on an individual basis.

The 'Hide Actioned' button allows you to hide all transactions that you have already assigned a status to, giving you the opportunity to exclusively focus on transactions that have not yet been actioned.

Note: transactions from previous settlement cycles will be available to view but they will be greyed out and no longer amendable.

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