Procedural Note 2

Dashboard      

Your GuestPoint Owner Accounting Dashboard provides a comprehensive overview of your trust account and highlights any pending tasks. Once you are logged into GuestPoint Owner Accounting, choose Dashboard from the menu.

 

            1.       Health check is a handy summary to keep you on top of your tasks and notifications, ensuring you don't miss anything important.

      

                  •            critical tasks

                  •           non-critical tasks

                  •           High Important notifications

                  •           Last banking date

                  •           Last reconciliation date

                  Overall Thumbs Up: Indicates everything is good.

                  Overall Thumbs Down: Indicates that attention is required.

                  Smiley Faces (Green): Everything is in good condition.

                  Sad Faces (Orange): These items need attention but are not urgent.

                  Sad Faces (Red): Critical issues that require immediate action.

The colour coding and icons help make it clear what needs to be prioritised. Click the links provided for further details.

 

            2.      3-Way Reconciliation in GuestPoint Owner Accounting, is designed to always remain balanced. The system will not permit any process to continue if it results in an imbalance. For a more detailed explanation, please go to procedural note 6.

            3.      Business Accounts shows a summary of where your business accounts stand on the date for that month (this is Management Revenue only). For a more detailed explanation, please go to procedural note 7.

            4.      Revenue Chart is a visual comparison current month/year(s) vs previous month/year(s) in terms of management revenue. For a more detailed explanation, please go to Procedural Note 8.

            5.      Distribution Equality indicates a visual summary of your owners returns summarised in a chart. For a more detailed explanation, please go to procedural note 9.