OTA Systemsby Multisystems
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Reclaim· 8 min read

The Monthly OTA Audit Checklist: 4 Phases Every Controller Should Run Before the 5th

A step-by-step checklist controllers and revenue managers can run every month to catch commission errors before they're locked in. Phases, timing, and a printable template.

Most independent hotels treat OTA reclaim as a fire drill on the 3rd of the month. They open Partner Central, realise there are eleven no-shows they forgot to mark, panic through the queue, and miss the deadline on two of them. The missed ones are commission dollars they never recover.

The fix is boring: a cadence. Two planned blocks of time per month, 30–60 minutes each, run the same way every time. Here's the checklist.

Phase 1 — the Reconcilable Bookings sweep (Expedia)

Partner Central → Accounting → Reconcilable Bookings. Filter to the previous calendar month. You'll see every reservation eligible for no-show, early departure, or waived cancellation — roughly 8–15% of your Expedia volume on a typical indie.

  1. Sort by check-in date, oldest first. Older events are closer to the cliff.
  2. For each row, open the folio in your PMS in a second tab. Verify what actually happened: did the guest arrive, stay the full term, pay?
  3. Click the action button that matches reality: Mark as no-show, Modify reservation, or Waive cancellation fee.
  4. Upload evidence if prompted — folio PDF, guest communication, camera log. Partner Central denies claims with thin evidence.

Phase 2 — the rolling 48-hour close (Booking.com)

Booking.com Extranet's window is continuous, not monthly. Every cancelled or no-show reservation has a 48-hour countdown from the scheduled check-out. After that, the commission is locked in. This phase lives in your daily rhythm, not your monthly one — but once a month you do a final sweep to catch anything missed.

  1. Extranet → Reservations → filter by status 'Cancelled' and 'No-show' for the last 7 days.
  2. Open each reservation. If the guest truly didn't show up and the 48-hour window is still open, click Mark as no-show.
  3. For waived cancellation fees, the Extranet won't refund the commission automatically — open a Partner Message referencing the reservation ID and the waiver rationale. Booking.com typically responds within 3–5 business days.

Phase 3 — invoice reconciliation against the PMS

This is where most reclaim opportunities hide. The monthly Expedia invoice CSV (Partner Central → Accounting → Invoices) lists every commission charge. Your PMS has the ground truth for what each reservation actually produced.

  • Export the Expedia invoice CSV and your PMS reservations CSV for the same calendar month.
  • Join on itinerary ID (Expedia calls it the HCOM ID). Compute the delta: invoiced commission minus expected commission.
  • Flag any row with a delta above $5. Usual causes: rate change after booking, waived fee not yet refunded, virtual card discrepancy, tax-on-commission miscalculation.

Phase 4 — dispute filing

Everything flagged in Phase 3 that isn't already in the Reconcilable Bookings queue needs a dispute message. For Expedia, that's Partner Central → Accounting → Contact Us (messaging module). For Booking.com, it's the Partner Messages thread on the affected reservation.

The message format that consistently works follows four elements: name the claim category (no-show / early departure / waiver / virtual-card gap), reference the OTA booking ID and your PMS folio number, cite the specific policy that applies, and attach the evidence. A post with the full templates is coming next.

The 30-day cadence template

Day of monthDurationPhaseWhat you do
Daily5 minPhase 2Check Booking.com Extranet for any no-shows within the rolling 48-hour window
1st45 minPhase 1 + 2First Reconcilable Bookings sweep for last month
3rd45 minPhase 1 + 2Final sweep. Close by end of day.
5th60 minPhase 3Invoice vs PMS reconciliation
6th–10th30 minPhase 4File disputes for anything flagged in Phase 3

Monthly OTA reclaim cadence

Sources & references
  • Partner Central documentation — Reconcilable Bookings
    Expedia Group · 2026
  • Booking.com Partner Help — cancellation and no-show policy
    Booking.com · 2026

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