Split Accounts in GuestPoint – Setup and Management

Split Accounts

GuestPoint® lets you easily create and manage Split Accounts. Split Accounts are used when there are multiple people sharing one room. The way you choose to create a split account is entirely your preference. You can either add a person from the Contact Details tab or click New Split Account from the Room Account tab in the Reservation screen.



      Reservation screen showing the Room Account tab with the New Split Account option visible

Simply enter the name and details to be used for the new split account and click 'Add Split Account'.

      Add Split Account form with name and contact detail fields and the Add Split Account button


GuestPoint® makes it easy to add charges to the relevant account. From the Room Account tab  simply select the account where charges are to be posted to by choosing it from the drop-down list.

      

Room Account tab with the account selector drop-down list used to choose which split account receives a charge

If you have posted a charge to an incorrect account you can easily transfer that charge by using the transfer button next to each transaction item.

          
Room Account tab showing the Transfer button next to a transaction item on an incorrect account

Just select where the charge is to be transferred, either to another account within the reservation, another account, future reservation, non-residential, or new non-residential, then click ‘Transfer’.



      Transfer charge dialog with destination options including another account, future reservation, non-residential, and new

GuestPoint® immediately transfers the transaction item from one account to the other.

       
Room Account tab after a transaction has been moved, showing the charge on the destination split account


Room Account tab with a company-linked account visible in the Select Account drop-down listIf you add a Company for a guest, GuestPoint® automatically creates a Room Account for the company and it can be selected from the Select Account drop down list.


Room Account tab with the Transfer Charges button highlighted for bulk transfer of incorrectly posted chargesIf you have a number of charges that have been posted to an incorrect account you can easily  transfer them by using the ‘Transfer Charges’ button.


            
      GuestPoint screen for step showing Transfer Charges selection or confirmation dialog



      GuestPoint screen for step showing charges listed for bulk transfer between split accounts

      

      Room Account tab after bulk transfer, showing updated balances across split accounts