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    Balance Transfer

    Transfer a credit or debit balance to an account in RMS.

    Steps Required

    1. Go to Accounting > Quick Account Access in RMS.
    2. Enter the Account Number and select 'Go to Account'.
    3. Select 'Transfer' and choose 'Balance Transfer'
    4. Select the Destination Account.
    5. Enter the Amount to Transfer.
    6. Select 'Transfer'.
    7. Select 'Yes' to confirm.

    Info

    Users will required the Security Profile option 'Allow Users to Balance Transfer' and/or 'Allow Users to Balance Transfer from Arrive to Unconfirmed/Confirmed Reservation' to complete a Balance Transfer.

    Visual Guide

    Go to Accounting > Quick Account Access in RMS.

    Enter the Account Number and select 'Go to Account'.

    Select 'Transfer' and choose 'Balance Transfer'

    Select the Destination Account.

    Enter the Amount to Transfer.

    Select 'Transfer'.

    Select 'Yes' to confirm.

    The amount entered will now be transferred to the selected account and will display as a Debit Transfer or Credit Transfer depending on the balance of the origin account.


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