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Transfer & Merge Extras Charges into Accommodation

Information on the Send To and Merge Charges features in RMS.

 

Overview

Charge Transfer is an account action that allows you to move selected charges from one account to another account on the reservation.
Merging Charges on a reservation account allows the property to combine multiple charges into one for easier viewing on a Statement or Tax Invoice.

✎ 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.

 

 

 

Guide - Send To

Open the Account in RMS.

  1. Right-click a Transaction.
  2. Select 'Send To'.
  3. Select the Destination Account.
    Repeat for any additional charges.
    Reservation Account screen in RMS with a transaction line right-clicked, showing a context menu with the 'Send To' option and a list of destination accounts to move the selected charge to
     

Guide - Merge Charges

Open the Account in RMS.

  1. Select 'Other'.
  2. Select 'Merge Charges'.
    Reservation Account screen in RMS with the Other menu expanded and the 'Merge Charges' option highlighted to begin combining multiple charges into one
     
  3. Select the Extras Charges.
  4. Select the Sundry Charge Description to be used.
  5. Select 'Merge Charges'.
    Merge Charges window in RMS showing a list of extra charges with checkboxes to select which lines to merge, a dropdown to choose the Sundry Charge Description for the merged line and a 'Merge Charges' button to apply the merge
     
  6. Select 'Yes' to confirm.
    Confirmation dialog in RMS asking to confirm merging the selected charges into a single transaction, with Yes and No buttons and Yes highlighted to proceed
★ Tip: The Account View will show the Merge Description in brackets alongside the original transactions.

Creating a Tax Invoice will show those merged charges by the Merge Description only.

 

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