Quick Account Access is a tool to navigate directly to any Account in RMS using a variety of search options.
Overview
Quick Account Access includes the option to Open the Account, Process Receipt or Process Sundry Charge for the selected Account.
Accounts can be searched by Account Number, Reservation Number and Invoice Number or by selecting from the list of In-House Accounts.
The Cash Account can also be opened directly from Quick Account Access.
✎ Please Note: 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.
★ Hint: Select 'F2' on the keyboard to open Quick Account Access from anywhere in RMS. The most recently accessed Account Number will be pre-filled in the 'Account Number' section.
Guide
In the side menu of RMS, go to Accounting > Quick Account Access.
- Select an Action to Take.
- Select the Search Option and enter the Search Criteria.
- Select the 'Go to Account' icon or press 'Enter' on the keyboard.
The selected Account will be opened, and if the action of Process Receipt or Process Sundry Charge was selected, this screen will be opened overlaying the Account.
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