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    Recording Payments Taken Prior to RMS Go Live

    Applying payments to reservation accounts taken prior to using RMS.


    Steps Required

    Have your System Administrator complete the following.

    1. Go to Setup > Property Options > Labels in RMS.
    2. Navigate to the 'Accounting' tab.
    3. Enter 'PMS Credit' in a Spare Receipt Field.
    4. Save/Exit.
    5. Log out of RMS.
    6. Log into RMS.
    7. Go to Setup > Accounting > Accounting Options in RMS.
    8. Select a Property.
    9. Navigate to the 'Options' tab.
    10. Select the checkbox 'PMS Credit'.
    11. Save.
    12. Repeat for all required Properties.
    13. Process Payments onto Reservations using the 'PMS Credit' Receipt Type.

    Info

    All previously taken Deposits should be applied to the appropriate accounts in RMS prior to the Go Live Date using the 'PMS Credit' Receipt Type.

    This process is covered at the appropriate stage of training from RMS Trainers.

    If this process is not completed prior to Go Live the Receipts will need to be factored into the Daily Takings for the date posted.

    The Receipt Label used should be one that is only used for the rollover process and can be deactivated after Go Live.

    Visual Guide

    Go to Setup > Property Options > Labels in RMS.

    Navigate to the 'Accounting' tab.

    Enter 'PMS Credit' in a Spare Receipt Field.

    Select 'Save/Exit' to store the changes made.

    Log out of and back into RMS.

    Go to Setup > Accounting > Accounting Options in RMS.

    Select a Property.

    Navigate to the 'Options' tab.

    Select the checkbox 'PMS Credit'.

    Select 'Save' to store the changes made and repeat for all required Properties.

    Process Payments onto Reservations using the 'PMS Credit' Receipt Type.



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