Dashboard Business Accounts – GuestPoint Owner Accounting

7 – Dashboard - Business Accounts


GuestPoint Owner Accounting Dashboard showing the Business Account section with current month summary

Procedural Note 7

Dashboard – Business Accounts

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. The Business Account Section of the dashboard will show you a summary for the current month (defaults to last month rolled).

 Business Accounts panel expanded to show a consolidated list of funds and their sources

            1.      Click on “BUSINESS ACCOUNTS” to view a consolidated list of funds and where they are coming from.

            Business Accounts view with filter options applied to narrow the displayed data


            2.      Apply a filter to narrow down your viewing perimeters.

            Business Accounts comparisons view with month-on-month data and month selection controls


            3.      Click comparisons to view a month on month comparison of the data (You will then be able to choose the months you would like to view).

            GuestPoint screen for step 4 of the Business Accounts dashboard workflow