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.
- Search for an Account.
- Open the Account in RMS.
- Navigate to the Other menu, select Merge Charges.
- Check the boxes next to the Charges to be merged.
- Choose the Sundry Charge to use as the new description.
- Select Merge Charges to continue.
- Select Yes to confirm proceeding with the merge.
- A Merge Description will display for the merged charges, select Exit to return to the account.
✎ Please Note: Some Users may not see or have access to the functions mentioned in this article.
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Visual Guide
In the Side Menu of RMS, go to Accounting > Quick Account Access.
- Search for an Account.
-
Open the Account in RMS.
- Navigate to the Other menu.
- Select Merge Charges.
- Check the boxes next to the Charges to be merged.
- Choose the Sundry Charge to use as the new description.
- Select Merge Charges to continue.
- Select Yes to confirm proceeding with the merge.
- 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.
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