Merging charges on a reservation account allows the property to consolidate multiple charges into a single entry, making statements or invoices clearer and easier to review.

Steps

In the Side Menu of RMS, go to Accounting > Quick Account Access.

1. Search for an Account.
2. Open the Account in RMS.
3. Navigate to the Other menu and select Merge Charges.
4. Check the boxes next to the Charges to be merged.
   1. Note: Accommodation Charges cannot be merged. 
5. Choose the Sundry Charge to use as the new description.
6. Select Merge Charges to continue.
7. Select Yes to confirm proceeding with the merge.
8. A Merge Description will display for the merged charges. 
9. Select Exit to return to the account.

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.

Visual Guide

In the Side Menu of RMS, go to Accounting > Quick Account Access.

1. Search for an Account.
2. Open the Account in RMS.
   
    
3. Navigate to the Other menu.
4. Select Merge Charges.
   
    
5. Check the boxes next to the Charges to be merged.
6. Choose the Sundry Charge to use as the new description.

7. Select Merge Charges to continue.

   Please Note! Accommodation Charges cannot be merged.

   
    

8. Select Yes to confirm proceeding with the merge.
   
    
9. A Merge Description will display for the merged charges, Select Exit to return to the account.
   
    

Please Note! The account will indicate the merged transactions description in brackets.

Tip! These charges will display under the merged heading on generated Tax Invoices.