Business Setup Screen in GuestPoint – Management Tab

37 - Setup - Business



Procedural Note 37

Management Tab – Setup – Business

Coming into the business setup screen will bring up a pop up. Within this there is the below four tabs.

            1.      Details This is where you will find your business details that were setup as part of the onboarding process. This information includes your contact, location

            Details tab in Business setup showing contact and location information entered during onboarding

            2.      Disbursements Here is where your general/operational account details sit for disbursement at end of month.

            Disbursements tab in Business setup showing general and operational account fields for end-of-month disbursement

            3.      Email Logs This screen shows a log of email correspondence sent from

                  Email Logs tab in Business setup displaying a log of outgoing email correspondence

            4.      Statement This screen allows you to add notes on your statements and update the type of business statement you wish to have (detailed or summary).

            Statement tab in Business setup with fields to add notes and select detailed or summary statement type