Juno Portal: best practices

Overview

Once you're comfortable with the basics of the Juno Portal, these practices help you work faster and catch issues earlier — for investigating a transaction, reviewing daily activity, closing the month, and managing multiple properties.

Applies to

What you'll achieve

You'll pick up habits that make everyday tasks in the Portal quicker and reduce the chance of something being missed at month-end or across properties.

Investigating a transaction

• Always filter by property and date range before searching — it narrows the result set and speeds up the lookup. 
• Use the lifecycle view rather than relying on the status field alone — the lifecycle shows every event and explains how the final status was reached. 
• If a status looks unexpected, confirm whether all events have arrived before escalating. 

Reviewing daily activity

• Start with the Dashboard to get the headline figures before drilling into individual transactions. 
• Watch the completion rate — a drop here is usually the earliest signal of a terminal or payment provider issue.
• If completion rate drops, check the affected property, department, and terminal first. If Juno Intelligence is enabled for your hotel, you can also ask it to help identify where the change occurred.

Month-end close

• Use the settlement view to check, for supported providers, which transactions within the period have a matched settlement record. 
• Apply the date filter to the exact billing period — settlement cut-offs can cause some end-of-month transactions to settle in the following period.
• Flag unmatched transactions early rather than waiting until close, to leave time for investigation.

Multi-property groups

• Review properties individually before switching to the combined view — an anomaly at one property can mask normal activity at others.
• Use department filters to separate revenue by outlet within a single property.
• Use Juno Intelligence for cross-property comparisons rather than switching between views manually.

Related articles

• Understanding your Juno Portal Dashboard 
• How to find a payment in the Juno Portal 
• How to use Juno Intelligence in the Juno Portal 

Need more help?

If you'd like help setting up a routine for your finance or operations team, or these practices don't quite fit how your properties are structured, contact 934 Support through Help & Support in the Portal or at support@weare934.com.