Month End Roll – Management Tab Transactions | GuestPoint

31 - Management Tab - Transactions - Month End

GuestPoint Management Tab with Transactions menu open, Month End option visible

Procedural Note 31

Management Tab – Transactions – Month End

 Month End screen showing preliminary checklist with tick boxes before rolling the month

            1.        The Month End Screen displays a checklist that take you through the necessary final checks prior to rolling the month (Locking off the month so it is no longer amendable).

            2.       Once you have ticked all the boxes within the preliminary checks, you either start the roll or abort months end. *Please note as the system automatically creates a back-up, there is no need to do any backups prior to running your months end.


            Confirmation screen after selecting Start, with Cancel and Proceed buttons for the month end roll

            3.       Once start has been selected, the following screen populates, and you have the last opportunity to Cancel the roll or proceed if you are satisfied.

       Progress bar displaying the status of the month end roll in GuestPoint

            4.      Upon clicking proceed, a progress bar will display the status of the roll until it is taken over by a completion screen confirming that the month has been rolled.

       Completion screen confirming the month has been successfully rolled in GuestPoint

      Browser popup requesting permission to download end of month files including the ABA file

            5.       You will receive a popup requesting you to download multiple files. Press allow and your end of month files will be downloaded, including your ABA file.