Show Projected Balance is an Accounting Option that will include a projection of the Reservation Account Balance on the Reservation Screen and the In/Out Movements screen. The projected balance includes the Total Rate, Requirements, Add Ons and Transfers in addition to any Receipts or Credit Notes on the Reservation Account.
| The Projected Balance will match the Proforma Tax Invoice. |
| RMS is highly configurable some Terminology, User Access & Permissions, Images, Labels and Functions used in these articles may differ from your setup. CLICK HERE to find out more. |
Enabling Projected Balance
1. Go to Setup > Accounting > Accounting Options in the side menu.
2. Select a Property.
3. Navigate to the 'Account Screen' menu.
4. Select the 'Show Projected Balance' checkbox.
5. Save/Exit.
| Log out of RMS for the change to be reflected. |
6. The Projected Balance will display in parentheses next to the current Account Balance on each Account Type.
| Projected Balance can be used to default the Receipt Amount on the Guest Portal to receive payment prior to any of the charges being created on the Reservation Account. |