Beta: Managing group transactions

Instead of having individual transactions each with its own sum and date, you can group them into a single transaction - for example, a deposit - just like your bank statements. This can help you with your bank reconciliation process and allow auditors to see the relationship between payments received in Guesty and transactions in your bank account.

For each group transaction, we will create a report of its individual transactions, for auditing purposes, so you know where each one came from. 

Create a group transaction

Step by step:

1. Sign in to your Guesty account.
2. In the top navigation bar, click the mode selector and select Accounting mode.
3. Click Cash management (might appear under More) and select Cash account.
4. Find the transactions you want to group and select them (filters above the table to the left and columns to the right can help you search).
5. In the right corner above the table, click Create group.
6. In the pop-up, enter the group date.
7. Click Create group.

Edit a group transaction

General details

Step by step:

1. Sign in to your Guesty account.
2. In the top navigation bar, click the mode selector and select Accounting mode.
3. Click Cash management (might appear under More) and select Cash account.
4. Find the group transaction you want to edit (filters above the table to the left and columns to the right can help you search).
5. Click the three dots under the "Actions" column and select Edit.
6. In the pop-up, unselect the transactions you want to remove from the group and click Apply changes.

Add transactions

Step by step:

1. Sign in to your Guesty account.
2. In the top navigation bar, click the mode selector and select Accounting mode.
3. Click Cash management (might appear under More) and select Cash account.
4. Find the transactions you want to add and select them (filters above the table to the left and columns to the right can help you search).
5. In the right corner above the table, click Add to group.
6. In the pop-up, select the group to which you want to add the current transaction(s) and click Add to group transactions.

Remove transactions

Step by step:

1. Sign in to your Guesty account.
2. In the top navigation bar, click the mode selector and select Accounting mode.
3. Click Cash management (might appear under More) and select Cash account.
4. Find the group transaction you want to remove transactions from (filters above the table to the left and columns to the right can help you search).
5. Click the three dots under the "Actions" column and select Edit.
6. In the pop-up, unselect the transactions you want to remove from the group and click Apply changes.

Delete a group transaction

Step by step:

1. Sign in to your Guesty account.
2. In the top navigation bar, click the mode selector and select Accounting mode.
3. Click Cash management (might appear under More) and select Cash account.
4. Find the group transaction you want to delete (filters above the table to the left and columns to the right can help you search).
5. Click the three dots under the "Actions" column and select Delete.
6. In the pop-up, unselect the transactions you want to remove from the group and click Delete group.