To access the 'Accounting and Financial' settings, click on Settings (the gear icon), then select [System Settings] and find [Accounting and Financial].
Each Accounting and Financial Setting has been outlined below:
|Accounting and Financial Setting||Details|
|Financial Year begins||
Here you must enter when your fiscal year begins. This is the date when you start earning revenue.
||Choose the currency you would like to accept payments in.|
||State the amount you require from the guest as a deposit, this may be based on a percentage of the total, a percentage of a day, a fixed amount or a weekly amount.|
|Deposit Due||State when you would like the deposit to be paid, whether that be at the time of booking, upon arrival, or a set number of days prior to arrival.
You can also charge 100% if the booking date is within x days of arrival - You can tick this option and define the number of days.
|Allow Pay in full discount||If a guest would like to pay the full amount owing in full then you can decide if you will offer a discount.|
|Terms & Conditions
||State any terms and conditions you would like to include.|
||State the number of days prior to arrival you would like the remaining balance to be due.|
|Tax Code||Choose what type of tax code you use.|
|Tax Number||Enter your tax number. This refers to your IRD number if you are from New Zealand.|
|Tax Include/Exclude||Decide whether you want to include or exclude tax.|
|Bank Name||State the name of the bank which you belong to.|
|Account number||State your account number.|
|Accepted cards||Choose which cards you are willing to accept (applies when using ResPay module)|
|Require Credit Card||Turn 'Yes' when using ResPay module
Turn 'No' when not using ResPay module
|Disable Credit Card||Turn 'Yes' when not using ResPay module
Turn 'No' when using ResPay module
|Agent Commission||Determine the commission percentage paid to the agent|
|Apply rates to bookings||ResBook V3 feature|
|Notice Period||ResBook V3 feature|
|Show financial summary||ResBook V3 feature|
||ResBook V3 feature|
Details about deposits taken will be added to the Booking and Payment Policy of the calendar and will also be included in the automated standard emails if using the correct email tag.
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