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    Support Home Property Management System Accounting Account Actions Printables Statements Account Statement

    Account Statement

    Generate a summary of transactions on an Account in RMS.

    Decision Tree

    Account Statements are a summary of account activity beginning from the selected transaction.

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    • Use
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    Information

    Account Statements are a summary of account activity beginning from the selected transaction.

    All account transactions for the viewed Account Type will be included on the generated statement using the selected transaction as the first transaction listed.

    Periodic Statements for a specific Account, Company, Guest, Travel Agent or Reservation can be generated using the Statements Report.

    Statements can be emailed or printed directly from an account view.


    Account Types 'Accomm' and 'Extras' are default System Labels that can be customised.

    Users will require Security Profile access to use this feature.


    • Use
    • Add Button

    Use

    1. Go to Accounting > Quick Account Access in RMS.
    2. Enter the Reservation Number or Account Number.
    3. Select the Account Type.
    4. Select 'Go to Account'.
    5. Select a Transaction.
    6. Select the 'Statement' menu and choose 'Print' or 'Email'.
      1. Print: Select 'Print' on the browser's print dialogue box.
      2. Email: Select or enter the email recipients and choose 'Email/Exit'.


    Account Types 'Accomm' and 'Extras' are default System Labels that can be customised.

    Selecting 'Print' will generate the Statement on screen and automatically open a browser print dialogue box to send the Statement to the selected printer.


    • Guide
    • Add Button

    Guide

    Go to Accounting > Quick Account Access in RMS.

    Enter the Reservation Number or Account Number.

    Select the Account Type.

    Select 'Go to Account'.

    Select a Transaction.

    Select the 'Statement' menu and choose 'Print' or 'Email'.

    Print: Select 'Print' on the browser's print dialogue box.

    The Statement will be generated on screen and the Internet browser's print dialogue box automatically opened to send the generated Statement to the selected printer.

    Email: Select or enter the email recipients and choose 'Email/Exit'.

    The Statement will be emailed to the selected recipients.

    Use

    1. Go to Accounting > Quick Account Access in RMS.
    2. Enter the Reservation Number or Account Number.
    3. Select the Account Type.
    4. Select 'Go to Account'.
    5. Select a Transaction.
    6. Select the 'Statement' menu and choose 'Print' or 'Email'.
      1. Print: Select 'Print' on the browser's print dialogue box.
      2. Email: Select or enter the email recipients and choose 'Email/Exit'.


    Account Types 'Accomm' and 'Extras' are default System Labels that can be customised.

    Selecting 'Print' will generate the Statement on screen and automatically open a browser print dialogue box to send the Statement to the selected printer.


    • Guide
    • Add Button

    Guide

    Go to Accounting > Quick Account Access in RMS.

    Enter the Reservation Number or Account Number.

    Select the Account Type.

    Select 'Go to Account'.

    Select a Transaction.

    Select the 'Statement' menu and choose 'Print' or 'Email'.

    Print: Select 'Print' on the browser's print dialogue box.

    The Statement will be generated on screen and the Internet browser's print dialogue box automatically opened to send the generated Statement to the selected printer.

    Email: Select or enter the email recipients and choose 'Email/Exit'.

    The Statement will be emailed to the selected recipients.


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