Accounting by Guesty is a premium feature available to Pro users only. Please contact us to discuss activating it.
If you are working with third-party service providers that are paid directly from your business's trust account, you can add them in Guesty to keep track of payments owed to them. Follow the instructions below based on your current needs.
Add a new vendor
Step by step:
- Sign in to your Guesty account.
- In the top navigation bar, click the mode selector and select Accounting mode.
- Click Vendors.
- Above the table to the right, click the plus icon.
- Fill in the relevant fields.
- Click Confirm.
Edit an existing vendor
Step by step:
- Sign in to your Guesty account.
- In the top navigation bar, click the mode selector and select Accounting mode.
- Click Vendors.
- Find the vendor you want to edit (you can use filters above the table to the left and columns to the right to narrow your search).
- Click the three dots at the right end of the row and select Edit.
- Edit the vendor's details as needed.
- Click Confirm.
Delete a vendor
Important:
Vendors created by default for the reporting of taxes cannot be deleted. Additionally, vendors with a balance different than zero cannot be deleted.
Step by step:
- Sign in to your Guesty account.
- In the top navigation bar, click the mode selector and select Accounting mode.
- Click Vendors.
- Find the vendor you want to edit (you can use filters above the table to the left and columns to the right to narrow your search).
- Click the three dots at the right end of the row and select Delete.
- in the pop-up, click Delete.
Locate vendors in Guesty
You can use custom views to help you find vendors based on filters and columns you choose. All vendors that match these parameters will appear in the view. Create a new custom view by changing the filters or columns of an existing view. Follow the instructions below.
Step by step:
- Sign in to your Guesty account.
- In the top navigation bar, click the mode selector and select Accounting mode.
- Click Vendors.
- Above the table to the left, click the plus icon to add a filter or hover over an existing filter to edit (click the pencil icon) or remove (click the x).
- Above the table to the right, click Columns to add or remove columns by turning the toggle on or off.
- To save the custom view for quick access in the future, click Save as above the table to the right.
- In the pop-up, name the new custom view.
- Click Save.
The custom view will be added to the drop-down above "Filters", under "All".
Tip:
You can mark a custom view as a "Favorite" by hovering over it and clicking the star to the right. It will be added to the "Favorites" section of the drop-down.