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    User Access to Balance Transfer from Arrived Reservations

    Setup user access to Balance Transfer from in-house to confirmed or unconfirmed reservations in RMS.


    Steps Required

    Have your System Administrator complete the following.

    1. Go to Setup > Users > Security Profiles in RMS.
    2. Select an existing Security Profile and choose 'Edit'.
    3. Expand the 'Accounting Screen' function menu.
    4. Select 'Yes' on the Allow Balance Transfer function.
    5. Select 'Yes' on the Allow Users to Balance Transfer from Arrive to Unconfirmed/Confirmed Reservation function.
    6. Save/Exit.

    Visual Guide

    Go to Setup > Users > Security Profiles in RMS.

    Select an existing Security Profile and choose 'Edit'.

    Expand the 'Accounting Screen' function menu.

    Select 'Yes' on the Allow Balance Transfer function.

    Select 'Yes' on the Allow Users to Balance Transfer from Arrive to Unconfirmed/Confirmed Reservation function.

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

    This will allow users on their next login to perform a Balance Transfer from a Reservation Account where the Reservation Status is set to 'Arrived' to a Reservation Account where the Reservation Status is set to 'Unconfirmed' or 'Confirmed'.



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