Introduce a dedicated filter or view in Mews that provides quick access to all cancelled reservations with a current negative balance.

The solution could be implemented either as:

A dedicated “Outstanding cancellation refunds” view/report, or
A filter in the Guest Ledger, as this is already routinely checked to identify outstanding balances that need to be invoiced. The same view could also be used to identify negative balances requiring attention, including those related to cancelled reservations.

It is important that the overview shows the full balance of the reservation, including negative balances belonging to the reservation owner/main profile, and not only balances related to companions.

The key requirement is that the view should be based on the current billing balance and reservation status, rather than arrival, departure, cancellation or update dates. This would allow users to see all currently outstanding negative balances related to cancelled reservations at any given time, regardless of when the reservation was created or cancelled.

Ideally, each result should link directly to the relevant Billing screen so the user can quickly verify whether a refund is required.

This would provide a much safer and more efficient reconciliation process, as users would not need to run reports for different cancellation periods or manually review all cancelled reservations to identify outstanding refunds.