Checklist template

Night audit and overnight operations for hotels

A ready-to-use checklist with 101 items in 6 sections, covering Audit tasks, Reports, Security rounds, Guest requests, Cash, Morning handover. Use it as-is in Bindy, or adapt it to your own standards in minutes.

  • 6 Sections
  • 101 Items
  • 85 Yes / No checks
  • 6 Scored ratings
  • 115 Points

Use this template How audits work

1. Audit tasks 18 items

  1. A written night audit checklist is at the desk, and last night's copy is initialed line by line Yes / No 1 pt
  2. Every arrival still due at the start of the audit was checked in, or handled as a no-show per the guarantee policy Yes / No 1 pt
  3. No-show charges were posted only to reservations with a card guarantee Yes / No 1 pt
  4. Departures still in house at the audit were extended with the guest's agreement or checked out Yes / No 1 pt
  5. The room and tax posting was run once, and the posting report shows no room posted twice Yes / No 1 pt
  6. The room rate of each in-house folio was compared with the reservation rate before posting Yes / No 1 pt
  7. Rate discrepancies found last night are noted on the rate variance report with the action taken Yes / No 1 pt
  8. Restaurant, bar and market charges from closed outlets were posted to guest folios before the end-of-day roll Yes / No 1 pt
  9. The card terminal batch was settled, and the batch total agrees with the property management system total by card type Yes / No 1 pt
  10. Interface errors (point of sale, phone, movie or key system postings rejected) were cleared or logged for the morning Yes / No 1 pt
  11. Folios with a balance above the authorized amount were re-authorized or flagged for the front office manager Yes / No 1 pt
  12. House accounts and permanent folios were reviewed for charges posted in error Yes / No 1 pt
  13. The system date rolled to the new day at the scheduled time Yes / No 1 pt
  14. The system backup or the cloud confirmation message was verified after the roll Yes / No 1 pt
  15. Housekeeping room status was reconciled with the system: no room shows occupied without a folio or vacant with a guest Yes / No 1 pt
  16. The night auditor has individual system credentials and does not use a shared login Yes / No 1 pt
  17. Minutes after the scheduled time that the end-of-day roll was completed last night Number
  18. Completion of last night's audit checklist Rating
    • Every task initialed 5 pts
    • A few tasks not initialed 3 pts
    • Checklist missing or mostly blank 1 pt

2. Reports 17 items

  1. The emergency or downtime reports (in-house guest list, room status, folio balances, arrivals) were printed or saved offline before the roll Yes / No 1 pt
  2. The downtime reports are kept where the next shift can find them if the system is down Yes / No 1 pt
  3. The manager's daily report for yesterday was produced and sent to the distribution list Yes / No 1 pt
  4. Occupancy on the daily report agrees with the in-house room count on the room status report Yes / No 1 pt
  5. Average daily rate and room revenue on the daily report agree with the room and tax posting report Yes / No 1 pt
  6. The high balance or credit limit report was printed and each line is annotated Yes / No 1 pt
  7. The no-show report lists each no-show with the charge posted or the reason for no charge Yes / No 1 pt
  8. The adjustments and rebates report for the day is attached to the audit pack Yes / No 1 pt
  9. The complimentary and house-use rooms report shows an authorizing name for each room Yes / No 1 pt
  10. The out-of-order rooms report was compared with maintenance's list Yes / No 1 pt
  11. The housekeeping assignment report for the morning was printed or released to the housekeeping system Yes / No 1 pt
  12. The arrivals report for the new day was reviewed for duplicate reservations Yes / No 1 pt
  13. Arrivals for the new day with special requests or top-tier status were pre-assigned rooms Yes / No 1 pt
  14. The audit pack for the last 7 nights is filed in date order in the back office Yes / No 1 pt
  15. Rooms sold last night Number
  16. No-shows last night Number
  17. Agreement between the daily report and the supporting reports sampled Rating
    • Figures agree 5 pts
    • Small unexplained differences 3 pts
    • Reports missing or figures do not agree 1 pt

3. Security rounds 17 items

  1. The main entrance is locked or set to key-card access at the hour set by company policy Yes / No 1 pt
  2. Side and rear entrances were checked locked at the start of the overnight shift Yes / No 1 pt
  3. A walk of every guest floor was made at the intervals set by company policy, and each walk is logged with its time Yes / No 1 pt
  4. The log of the property walk notes the parking lot, the pool, the fitness room and the laundry room Yes / No 1 pt
  5. The pool and the fitness room were closed and locked at their posted closing hour Yes / No 1 pt
  6. Burned-out lights and hazards found on a walk were entered as work orders for the morning Yes / No 1 pt
  7. Express check-out folios were delivered during a floor walk, face down and fully under the door Yes / No 1 pt
  8. The cash drawer and the back office door are locked each time the auditor leaves the desk for a walk Yes / No 1 pt
  9. The auditor carries the cordless phone or radio when away from the desk Yes / No 1 pt
  10. A sign or a phone at the desk tells guests how to reach the auditor during a walk Yes / No 1 pt
  11. The auditor asked can describe the first step to take when the fire alarm panel sounds Yes / No 1 pt
  12. The list of guests needing assistance in an evacuation is printed and at the desk Yes / No 1 pt
  13. The emergency contact list (manager on call, maintenance on call, police, alarm company) is posted behind the desk Yes / No 1 pt
  14. The camera monitor at the desk shows live images from the entrances and the parking lot Yes / No 1 pt
  15. A panic button or a scheduled check-in call is in place for an auditor working alone Yes / No 1 pt
  16. Property walks logged last night Number
  17. Overnight walk log for the last 3 nights Rating
    • Walks at the set intervals with times and findings 5 pts
    • Walks logged but irregular 3 pts
    • No log or one walk only 1 pt

4. Guest requests 16 items

  1. Late arrivals after midnight are checked in with the same identification and payment steps as daytime arrivals Yes / No 1 pt
  2. The auditor asked can state what brand policy gives a guest relocated from an oversold hotel (transport, room paid at the other hotel) Yes / No 1 pt
  3. Relocated guests are recorded so the morning shift can invite them back Yes / No 1 pt
  4. Wake-up calls for the morning are entered in the phone system and written in the log with the room and the time Yes / No 1 pt
  5. A wake-up call that went unanswered was followed by a second call or a knock at the door Yes / No 1 pt
  6. Requests for towels, pillows or toiletries overnight are delivered within the time set by brand standard, or the guest is told the delay Yes / No 1 pt
  7. An overnight stock of towels, pillows, blankets and toiletries is held at or near the desk Yes / No 1 pt
  8. Maintenance problems reported overnight (no heat, leak, lockout) are logged with the room and the time Yes / No 1 pt
  9. The maintenance on-call person was contacted for problems the auditor could not fix Yes / No 1 pt
  10. Guests moved to another room overnight had the move recorded in the system with the reason Yes / No 1 pt
  11. Airport shuttle or taxi bookings for early departures are written on the transport sheet Yes / No 1 pt
  12. Early breakfast bags or boxes requested by guests were prepared or passed on to the kitchen Yes / No 1 pt
  13. The lobby market or pantry is stocked and its sales can be posted overnight Yes / No 1 pt
  14. Phone calls to guest rooms after the hour set by policy are screened by asking the caller for the guest's name Yes / No 1 pt
  15. Guest requests logged last night Number
  16. Response to overnight guest requests in the log Rating
    • Each request closed with a time 5 pts
    • Some requests left open with no note 3 pts
    • Requests not logged 1 pt

5. Cash 14 items

  1. The auditor counted the overnight bank at the start of the shift with the evening agent present Yes / No 1 pt
  2. Shift deposits from the day and evening agents are in sealed, signed envelopes Yes / No 1 pt
  3. The auditor's own deposit for the night was sealed and dropped before the morning agent took over Yes / No 1 pt
  4. A cashier report was closed for each agent who worked yesterday, and none was left open at the roll Yes / No 1 pt
  5. The total cash on the cashier reports agrees with the deposit envelopes listed on the drop log Yes / No 1 pt
  6. Cash overages and shortages by cashier are listed on the audit summary Yes / No 1 pt
  7. Paid-outs for the day each have a signed voucher and a receipt attached Yes / No 1 pt
  8. Cash refunds made overnight were approved by phone by the manager on call and noted in the log Yes / No 1 pt
  9. Cash taken overnight at the desk or the lobby market was posted at the time of the sale, not held loose in the drawer Yes / No 1 pt
  10. Coins and small bills for the morning shift were checked, and a change order was left for the general cashier where needed Yes / No 1 pt
  11. The safe is locked and its combination or key is held only by the people named in the key log Yes / No 1 pt
  12. Total of cash deposits dropped for the day (dollars) Number
  13. Total of overages and shortages for the day (dollars) Number
  14. Cash reconciliation for the day audited Rating
    • Balanced with documents attached 5 pts
    • Small variance explained 3 pts
    • Variance unexplained or documents missing 1 pt

6. Morning handover 19 items

  1. The auditor's entry in the shift log lists incidents, open requests and system problems from the night Yes / No 1 pt
  2. The morning agent arrived before the auditor's shift ended and they went through the log together Yes / No 1 pt
  3. The count of rooms vacant and ready, vacant and dirty, and out of order was given to the morning shift Yes / No 1 pt
  4. Early departures expected (groups, airline crews) were pointed out with their times Yes / No 1 pt
  5. Rooms that need a housekeeping or maintenance check before resale are flagged in the system Yes / No 1 pt
  6. Guest complaints from the night were passed on with the guest's name and what was promised Yes / No 1 pt
  7. Packages, faxes and messages received overnight were logged and handed over Yes / No 1 pt
  8. Master keys and the radio were signed over to the morning shift Yes / No 1 pt
  9. The lobby coffee station was set up at the hour set by brand standard Yes / No 1 pt
  10. Newspapers, where provided, were set out before the first departures Yes / No 1 pt
  11. The front desk and back office were left tidy, with trash emptied and audit papers filed Yes / No 1 pt
  12. The lobby was straightened overnight: cushions set, tables wiped and entrance glass cleaned Yes / No 1 pt
  13. The breakfast attendant or kitchen was given the in-house guest count for the morning Yes / No 1 pt
  14. The auditor's bank was counted and secured at the end of the shift Yes / No 1 pt
  15. The front office manager reviewed and initialed the audit pack on each of the last 5 working days Yes / No 1 pt
  16. Name of the night auditor Short text
  17. Date of the night audited Date
  18. Overall standard of the night audit and overnight coverage Rating
    • Complete and well documented 5 pts
    • Complete with documentation gaps 3 pts
    • Tasks missed 1 pt
  19. Corrective actions required Comments

About this template

This checklist is part of the Bindy template library. Yes / No checks score 1 point when met; ratings score the points shown for each option. The overall score is the percentage of points earned, with N/A answers excluded. In Bindy you can add photos, assign corrective actions, require sign-off and compare results across sites.

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