Applies to:          Stayntouch PMS          

How to Find Financial Data

The best way to find financial data (i.e., a specific charge, payment made, or total days for a charge) is to use the Journal. To locate the Journal, navigate to Financials > Journal. From here, you can view REVENUE or PAYMENTS.

• The REVENUE tab can be used to search charge codes or specific charges.
• The PAYMENTS tab can be used to locate payments.

REVENUE

Set a date on based on item you are researching. For a specific date, set the DATE FROM and DATE TO as the same day (e.g., December 14, 2018, for both). This will show details only for December 14, 2018.
 

PAYMENTS

Follow the same steps for selecting a date or date range as above depending on the information you need. Payments are grouped by PAYMENT TYPE. To view additional details, select the chevron arrows next to the AMOUNT for each PAYMENT TYPE. This allows you to view room number/account, by which user the payment was posted, date, charge code, and amount.

For more information about the Journal, see this article.