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Account Codes: What are They and How to Create Them

Account Codes are used to categorize revenue on rooms and resources. Account codes can be used to add a general ledger account to the rooms and resources.

Overview

If you want to track revenue by General Ledger account, you can assign account numbers/codes to each room and to each resource.  When analyzing revenue, you have the option to analyze by account code.

How to Add Account Codes to Rooms 

  1. Go to Settings > Pricing Plans. A list of all of the pricing plans in the system will be displayed.
  2. Click Manage Account Codes. You will see a tab that displays rooms and a tab that displays resources.
    Account codes - 1
  3. On the tab displaying Rooms,  select one or more rooms by checking the box in the first column of the grid.   You can sort grid by any column, as well as, filter the contents by enter search criteria in the search box (Search for a Room).
    Account Codes - 2 selecting rooms
  4. Click Apply Account Code, enter the account code and press Save. This will add the new account code on the selected rooms.
    Account Code - 3 Enter Account
  5. If a room already has an account code, it will be overwritten with a new account code.  To remove an account code, select Remove Account Code rather than Apply Account Code.

 

How to Add Account Codes to Resources

  1. Go to Settings > Pricing Plans. A list of all of the pricing plans in the system will be displayed.
  2. Click Manage Account Codes. You will see a tab that displays rooms and a tab that displays resources. Click on the Resources tab.

    Account Codes - Resources 1
  3. On the tab displaying Resources,  select one or more resources by checking the box in the first column of the grid.   You can sort grid by any column, as well as, filter the contents by enter search criteria in the search box (Search for a Resource).
    Account Codes - Resources 2
  4. Click Apply Account Code, enter the account code and press Save. This will add the new account code on the selected resources.
    Account Code - 3 Enter Account
  5. If a resource already has an account code, it will be overwritten with a new account code.  To remove an account code, select Remove Account Code rather than Apply Account Code.