FindMyStay.in
Bank / UPI reference tracking
Log UTR / UPI references from statements or screenshots and match or ignore them — knowing there is no live bank sync.
Finance · Academy
What this section is
Bank / UPI refs is a manual register of payment references (UTR, UPI ref, NEFT/IMPS IDs) from your bank app or statement. Paste them here, then Match to folio payments (or Ignore noise). FindMyStay does not connect to your bank. Unmatched refs are money you saw in the bank but have not tied to a guest folio yet.
In the owner dashboard
Open Bank / UPI reference tracking under Listing / Property after you claim a stay. Same vocabulary as Help Academy.
~9 min
Typical time to read this guide and complete the screen once for a small property.
Finance · Cash & banks
Control the drawer and bank side: cashier shift, cashbook, UTR/UPI refs, payment reconciliation, and gateway settlements.
Help cues
When to use it
Cue 1
Guest sends UPI screenshot with ref — save it.
Cue 2
Morning statement download — paste new credits.
Cue 3
Clear unmatched pile before month-end.
Do this
Step-by-step
-
Add a reference
Finance → Bank / UPI refs → Create. Enter date, channel (UPI/bank), direction, amount, ref text, notes.
India example: UPI credit ₹5,600 · ref 3124… · 9 Oct. -
Match to a folio payment
Open the ref → Match when amount/date lines up with a folio UPI/bank payment. Status becomes matched.
India example: Match to Sharma folio payment → reconciliation helped. -
Ignore or unmatch carefully
Ignore vendor payouts / owner transfers that are not guest money. Unmatch if you linked the wrong folio.
India example: Ignore electricity NEFT · not a guest payment.
Tips
Work unmatched → matched tiles like an inbox — zero unmatched is the goal for guest money. · OTA remittance UTRs belong under Distribution remittance; guest UPI belongs here.
Common mistakes
Assuming saving a ref posts the folio payment — you still need the payment entry on the folio.
Staff training
Detailed examples
Full India-hotel scenarios — same structure as Help Academy. Follow on the live screen with your team.
Example 1: Paste guest UPI ref and match folio
Setting
Guest WhatsApp screenshot · ₹5,600 · ref 3124…
Who is involved
Front office · Cashier
Ref log is evidence. Folio payment must already exist (or be posted) before match means anything.
| # | What staff do | What they should see |
|---|---|---|
| 1 | Confirm UPI payment on guest folio | ₹5,600 posted. |
| 2 | Bank / UPI refs → Create · paste ref | Unmatched ref saved. |
| 3 | Match to folio payment | Status matched. |
Pricing unlock
Which plans include Bank / UPI reference tracking
Ready to set this up?
Claim your listing, open Bank / UPI reference tracking in the owner dashboard, then continue Setup order.