Tasks & Audit

Tasks & Audit Overview

This screen shows issues or alerts that the system would like to bring to your attention. Many of the tasks are self explanatory, and some may require assistance from GuestPoint Support. If you are unable to resolve a particular task, please reach out to the Support team for assistance.

• Related Articles

• 25 - Daily Tasks - System Logs

  Procedural Note 25 Management Tab – Daily Tasks – System Logs The GuestPoint Owner Accounting module synchronizes every 5 seconds with your GuestPoint PMS, and this is recorded in the system log. Any errors, though rare, will also be logged here. 1. ...

• 22 - Management - Daily Tasks - Reconcile

  Procedural Note 22 Management – Daily Tasks – Reconcile 1. Press sync now to ensure that all information is up to date. 2. Tick off your banking that has come across from your GuestPoint PMS as you see it hitting your bank account (Should always be a ...

• 23 - Daily Tasks - Reconciliation History

  Procedural Note 23 Management Tab - Daily Tasks – Reconciliation History 1. This screen will display all previous bank reconciliations for the date range at the top. You can update this to past months by clicking on the dates and entering the month/s ...

• 27 - Management Tab - Daily Tasks - Archive

  Procedural Note 27 Management Tab – Daily Tasks – Archive 1. Choose your period that you would like to view. a) If it has a green download button, you can download the information. b) If it has a greyed out download button, download is unavailable . ...

• 61 - Reports - Audit Reports - Detailed 3-way Report

  Procedural Note 61 Reports – Audit Reports – Detailed Three Way Reconciliation 1. Use the dropdown option to select the report type. This will allow you to generate a comprehensive report for your 3 way banking reconciliation summary, Trust account ...