Getting Started
15 – Accounts – Owners
Procedural Note 15 – Accounts – Owners Steps Shortcut: Owner Accounting ->Accounts->Owners Step-by-Step 1 Step-by-Step 2 Code (relates to the Door or Unit Number Code), Category Relates to the relationship with the owner, EFT (a self-explanatory ...
14 – Accounts – Business
Procedural Note 14 – Accounts – Business Steps Shortcut: Owner Accounting ->Accounts->Business Step-by-Step 1 Press the > to access business (general accounts) – this defaults to the current month (the month yet to be rolled) however does allow a ...
13 – Accounts
Procedural Note 13 – Accounts Steps Shortcut: Owner Accounting ->Accounts Step-by-Step This displays seven (7) areas within the Accounts Module of the Owner Accounting. This account area relates specifically to Owner Accounting after the booking has ...
12 – Permanent Rentals – Add a Record (Tenant)
Procedural Note 12 – Permanent Rentals – Add a Record (Tenant) Steps Shortcut: Owner Accounting->Permanent Rentals->add a record Step-by-Step 1 Click ‘+ Add Record’ Step-by-Step 2 - Details Complete the sections below which are self-explanatory – ...
11 – Permanent Rentals Existing
Procedural Note 11 – Permanent Rentals Existing Steps Shortcut: Owner Accounting->Permanent Rentals Step-by-Step 1 Opens up a screen that displays your existing Permanent Rentals or add a record (add a new rental – go to OA Procedural Note 12) – ...
10 – Bookings
Procedural Note 10 – Bookings Steps Shortcut: Owner Accounting->Bookings Step-by-Step 1 As GuestPoint Owner Accounting, is a separate module, this area shows the bookings that have come across from your GuestPoint Property Management System. To that ...
9 – Dashboard – Distribution Equality
Procedural Note 9 – Dashboard – Distribution Equality Steps Shortcut: Owner Accounting->Dashboard->Distribution Equality Step-by-Step 1 Locate the Distribution Equality tab on your Dashboard Step-by-Step 2 Select the period that you are checking ...
8 – Dashboard – Revenue Chart
Procedural Note 8 – Dashboard – Revenue Chart Steps Shortcut: Owner Accounting->Dashboard->Revenue Chart Step-by-Step 1 Show comparison by month to previous years regarding management Income / Revenue only and auto-updates as business is transacted.
7 – Dashboard - Business Accounts
Procedural Note 7 – Dashboard - Business Accounts Steps Shortcut: Owner Accounting->Dashboard->Business Accounts Step-by-Step 1 locate the Business Accounts Table on your Dashboard and click on the name Step-by-Step 2 By default, this shows you your ...
6 – Dashboard - 3-Way Reconciliation
Procedural Note 6 – Dashboard - 3-Way Reconciliation Steps Shortcut: Owner Accounting->Dashboard->3-Way Reconciliation Step-by-Step 1 This always shows a summary of the 3-way Balance on your dashboard. Step-by-Step 2 When you click on 3-Way ...
5 – Dashboard Health Check – Last Reconciliation
Procedural Note 5 – Dashboard Health Check – Last Reconciliation Steps Shortcut: Owner Accounting->Dashboard->Last Reconciliation was XX days ago Step-by-Step 1 Locate Health Check and click on ‘Last Reconciliation’ Step-by-Step 2 After step 1, takes ...
4 – Dashboard Health Check – Daily Banking
Procedural Note 4 – Dashboard Health Check – Daily Banking Steps Shortcut: Owner Accounting->Dashboard->Last Banking was XX days ago Step-by-Step by-Step1 Locate the Health Check section and click on the ‘Last Banking’ task. Step-by-Step 2 This takes ...
3 – Dashboard
Procedural Note 3 – Dashboard Steps Shortcut: Owner Accounting ->Dashboard Health Check - The first box displays different tasks as listed below, and a corresponding face for the urgency, smiley face (Green) not urgent, no expression (orange) urgent, ...
2 - Changing your Password
Procedural Note 2 – Changing your Password Steps Shortcut: Owner Accounting ->Setup->Users->Select Name->Details->Input Password (minimum 8 characters – alpha/numeral/special characters)->Save Step-by-Step 1 Step-by-Step 2 Step-by-Step 3 Step-by-Step ...
1 – Logging Into GuestPoint Owner Accounting
Procedural Note 1 – Logging Into GuestPoint Owner Accounting Log in via Tablet, Laptop or Desktop PC on the credential provided by GuestPoint Insert the User ID or e-mail address as provided by GuestPoint Insert the password - you can change this ...
Popular Articles
Booking Engine Configuration
Theme Configuration Please note this can only be done in the cloud version of GuestPoint In this section, you will configure the websites look & feel to align with your preferences. You can adjust the website's style by modifying the fonts, colors, ...
Making New Reservations
Making new reservations in GuestPoint is easy. There are a number of ways you can make new bookings. The way you choose depends on your preference and the result will be the same. To create a New Reservation, either: · Click ‘New ...
Adding Room Charges
You can add charges to a Room Account at any time. You can add them before a guest checks-in, while they are in-house and even after they have checked-out. It is possible for a guest to have multiple Accounts and it is important to make sure ...
Current & Past Transactions
The Current Transactions tab lists all unpaid invoices. You can click on the Invoice Number to see the details of an invoice. When the debtor makes a payment, click ‘Make Payment’ button. You can now select the invoices the debtor ...
Making Changes to Reservations
You can change any of the details of the reservation at any time. The way you choose to open the reservation depends on your preference and the details you need to change. To change an existing reservation, either: 1. Double click the reservation ...