47 - Management Tab - Setup - Unit Classes

Procedural Note 47   

Management Tab – Setup – Unit Classes

Here, you can add or edit unit classes.

 

            1.      To Edit a unit class, double click on the record. To add a Record, press + Add Record.

      

      2.      Enter/modify the code and/or name. You can also mark the unit type as inactive here by ticking the inactive box. Press save.

      

 

 

 

• Related Articles

• 46 - Management Tab – Setup - Unit Types

  Procedural Note 46 Management Tab – Setup - Unit Types Here, you will be able to edit and create new unit types. Please note, the unit type will need to be created in both GuestPoint and TrustPoint to be linked. 1. a) to Edit a unit type, double ...

• 41 - Management Tab - Setup - Fees and Charges

  Procedural Note 41 Management Tab – Setup – Fees and Charges 1. If you press “inactive” the system will show an extra collum on the fees and charges page showing a consolidated list of fees and charges regardless of their status (active or inactive). ...

• 44 - Management Tab - Setup - Templates

  Procedural Note 44 Management Tab – Setup – Templates Here you can edit or create new email templates. 1. a) To edit, double click an existing record. b) To create new, press + Add Record 2. Update/add the name, and description (subject). Then use ...

• 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. 1. a) Edit your transaction account by double clicking on the record. b) Mark your transaction account as inactive ...

• 29 - Management Tab - Transactions - Disburse Funds

  Procedural Note 29 Management Tab – Transactions – Disburse Funds Prior to disbursing funds, please ensure you are aware of your state or territory legislation before taking the management funds in advance. 1. You can disburse funds at any time by ...