Transaction Accounts Setup – Management Tab GuestPoint

45 - Management Tab – Setup – Transaction Accounts



Procedural Note 45

Management Tab – Setup – Transaction Accounts

Here you can add, edit or mark your transaction accounts as inactive.

Transaction Accounts list in GuestPoint showing existing account records

            1.      

a)    Edit your transaction account by double clicking on the record.

            Transaction account record opened by double-clicking, ready for editing

b)    Mark your transaction account as inactive by double clicking on the record and then ticking inactive and save.


Transaction account record with the Inactive checkbox ticked and Save button visible

c)     Add new transaction account by pressing + Add Record.


New transaction account form showing fields for account code, classification, description, disbursement, and GST

            2.     Enter/modify your desired account code, classification, description, who it should be disbursed to and whether it is GST applicable. Press save.

             Completed transaction account form with Save button ready to confirm the new account