Customizing the Reservation page for Accounting

The Reservation page centralizes all information for guest stays. Customizing this page helps accounting users view guest folios, accounting folios, and payments on a single overview screen without navigating separate tabs.

Customized views save automatically for each individual user, allowing team members to tailor their workspace without affecting other accounts.

Access a reservation

Access a reservation's page through the reservations report, Multi-Calendar, and Inbox.

Customize the Reservation page for accounting

Tailor the layout to display financial sections on the main overview screen. This layout allows accounting users to scroll through financial details quickly.

Follow the steps below for a suggested customized the view for accounting.

Step by step:

1. At the top-right corner, click Customize.
2. In the sid panel, click Add sections.
3. Click the plus icon to the right of Guest folio and invoice, Accounting, and Payments.
4. Click Next.
5. Click the minus icon to the right of each section you want to remove.
6. Drag-and-drop to reorder the sections as needed.
7. Click Save.

Every opened reservation displays this customization until you change the layout again. Scroll down on the overview page to view the different folios.

Restore original view

Revert to the original Reservation page layout at any time following the steps below.

Step by step:

1. At the top-right corner, click Customize.
2. At the bottom, click Restore default layout.
3. Click Save.