Unit Type Policy Editor
|
|
- Clarence Horn
- 5 years ago
- Views:
Transcription
1 Unit Type Policy Editor Unit Type Policy Editor Panels Unit Type Policy Editor This powerful policy editor allows you to create your business rules for Cancellations, Deposits, Security Deposits, Reservation Changes, Minimum/Maximum Stay, Check In preferences and Reservation Fees. You can create one policy that applies to ALL unit types or highlight a single unit type and create a policy only for that one type. Multiple policies can be created for each unit type. Select a unit type to create or review the policies. Unit Type Policy Description This allow s the user to edit the policy descriptions for all the Unit Types or set specific policies for individual Unit Types. This option also provides the user with the capability to edit the Terms and Conditions, Directions, Confirmation Text and the General Policy of the Global business Page Down to see explanations of each panel
2 Action Buttons Elements Click the Add button to add a new Unit Type Policy Click the Delete button to remove the specified Unit Type Policy Click the Cancel button to cancel any unsaved changes and refresh the page Click the Submit button to save changes you have made Policy Group Tabs Select the appropriate Tab to create/edit the subsequent policy. 3 Unit Types Tree list displaying all the Unit Types which can be edited by selecting it and then selecting the Policy Number Tab. 4 Policy Number Tab This indicates how many policies are associated with the selected Unit Type(s). Once a policy is associated, the user must click the appropriate number tab to display the configuration for that policy which can then be edited if necessary. 5 Policy Editor The editor will allow the user to configure the settings for the specified Unit Type(s)
3 Cancellation Policy Group Tabs Cancellation policies allows the user to configure multiple policies for the calculation of fees when a reservation is cancelled. The Unit Type(s) applicable, Rate Group, Time Period, Taxes and if it is applied only to Online bookings can be configured. Deposit Deposit policies allows the user to setup multiple policies for all Unit Types or individual Unit Types at an established date prior to Check- In. When an advance reservation is made the pre-configured Deposit is calculated when the operator takes a payment. NOTE: A Deposit is money taken prior to the reservation Check-In date and is held in a Deposit Liability account. 3 Security Deposit Security Deposit policies allows the user to setup multiple policies for all Unit Types or individual Unit Types at an established date prior to Check-In. When an advance reservation is made, the pre-configured Security Deposit is calculated when the operator takes a payment. NOTE: A Security Deposit is money taken prior to the reservation Check-In time and is held in a Deposit Liability account. The Security Deposit can then be taken as a payment or refunded to the client. See Next Page for other Tabs
4 4 Change Under Development Policy Group Tabs cont d 5 Min/Max Stay This tab allow the user to configure the policies for the Length of stay and the creation of reservations. 6 Check In This tab allows the user to customize the prescribed Check In Days within a date range. 7 Rez Fee The Rez Fee policy allows the user to set multiple policies for reservations.
5 Cancellation/Deposit/Security Deposit/Rez Fee Policy Type Click Add to create a new policy or select an existing policy from the display to edit. Unit Type: Display the current Unit Type name. Label: Enter a label for the policy. Product (For Security Deposit Only): This allows the user to select the product/charge for which the Security Deposit is to be applied to. Policy Applicability Rate Group: Select from the drop down the rate group this policy applies to. Applies To: Select from the drop down the situation that the policy is to be applied. Days: This is only applicable if Days Before Check In or Days After Made Date is selected from Applies To:, allowing the user to set how many days Rez Length: The user is able to set the Reservation length criteria for the policy 3 Data Range At Check In Select Any Date or Between and set the date range, that will apply to the policy. Apply Tax To Calculations If % Based (For Deposit and Security Deposit Only): Check box if the Tax is to be applied to the calculations when the deposit is based is on a percentage. 3
6 Cancellation/Deposit/Security Deposit/Rez Fee Unit Type Policy Editor Select from one of the following: Minimum Charge: This will over-ride the options below if they are under the nominated amount, leave blank if not required. Flat Amount: The system will apply this amount every time. Number of Nights tariff to charge. Pro-Rate?: Check box to prorate fee. If unchecked, select the time period from the drop down box and the fee will average out over the number of days stayed divided by the number of days penalty. Percentage: This is based on the total reservation balance Round: This is based on the total reservation balance Web-Based Bookings Only: Check the box if the policy applies to Web bookings only. 3 4 See Next Page for other features
7 Cancellation/Deposit/Security Deposit/Rez Fee Deposit Conversion The user defines and what point and the time period in days of when the deposit is to be converted into revenue 3 Deposit Due (For Deposit only) This allows the user to determine when the Deposit payment needs to be made whether before check In or after the Reservation made date. The option is selected in Due When and the amount of days required is entered in the # Of Days field. 4 Apply After Tax (For Cancellation and Rez Fee only) Check box if the Fee is to be applied after Tax. 3 4
8 Options Min/Max Stay Maximum Length of Stay: This is the maximum time period in days that a booking can be made for. Enter a zero (0) if there is no prescribed length of stay Prescribed Length(s) of Stay: The user can set the prescribed length of stay for a booking. For example: 3,7,4 indicates that a booking has to be made for a length of 3, 7 or 4 days. Enter a zero (0) if there is no prescribed length of stay Reservation Creation- Minimum/Maximum Days in Advance: This is the minimum or maximum amount of days a booking can be made in advance. Entering a value other than zero(0) restricts the number of days in advance that reservations can be made i.e. Entering in a Max Value of 365 no reservations can be made 366 days from today. This is a rolling number calculated from today s date. For example if 365 is entered, then only reservations with a check in date less than 365 days from today s date would be allowed. Reservation Creation- Future Date Cutoff: Select the date with which no bookings can be made to fall on or after. For example a cutoff time Oct 3 st 0, no bookings can be set to end on the 3 st or after the 3 st. The latest date a booking can be set till is the Oct 30 th 0. Minimum Stay Minimum length of stays can be set for any length of time, season or all year. Click Add to enter a minimum stay criteria for a specified date range. The date range and minimum stay in days is entered. Multiple configurations may be set. Click DEL to remove the desired configuration. Special Notes The Min/Max Stay policies may be overridden when a booking is attempted that does not adhere to the policies on the console. Click Override to continue with the booking or click OK to cancel the booking A zero (0) may be placed in the fields if there are no stipulations on the Length of Stay or for bookings to be made
9 Check In Policy Group Tabs This tab allows the user to set the prescribed Check In Days within a date range. The user has the to the ability to select Any to allow for Check In on any day or the individual desired days. Click the DEL button to remove the desired configuration.
Maintaining Budget Change Requests
Maintaining Budget Change Requests This document describes the functions used in TEAMS to enter and approve requests to move funds from one General Ledger account to another. In this document: Request
More informationInvoice, Statement, and Deposit Slip Layout Variables
CLIENT BOOKKEEPING SOLUTION ACCOUNTS RECEIVABLE Invoice, Statement, and Deposit Slip Layout s version 2007.x.x TL 20756 (05/29/09) Copyright Information Text copyright 997-2009 by Thomson Reuters/Tax &
More informationFinance Manager: Budgeting
: Budgeting Overview is a module that facilitates the preparation, management, and analysis of fiscal year budgets. Streamlined for efficiency and designed to solve the cumbersome process of budget creation,
More informationCompensation Setup: Creating Merit Plans
Compensation Setup: Creating Merit Plans This quick guide will walk you through creating merit based compensation plans for your company s merit cycle. STEP #1: CREATE A NEW COMPENSATION PLAN Navigate
More information6.14 (d) - How to Run CAT Reports Under Min/ Over Max Report
6.14 (d) - How to Run CAT Reports Under Min/ Over Max Report Purpose and Overview This report displays employee records where an individual's (or a vacant s) updated budget salary (updated salary including
More informationReference Document. Customer Refunds
Document Overview This document is being provided to explain how to generate a refund check to a customer. This document explains the process, setup involved and how the transaction affects the general
More informationMaryland State Requirements. Release 6.1
Maryland State Requirements Release 6.1 2009 New World Systems Corporation. All Rights Reserved. All rights reserved. Information within this document is the sole property of New World Systems Corp. and
More informationJOB AID: INCOME PAGES
Your destination for affordable, quality health care, including Medi-Cal February 16, 2016 Income Pages This Job Aid shows how to enter income into the CalHEERS application. As income is directly related
More informationCustomizing Properties
Section 5. Customizing Properties The Properties function is used for the entry and modification of the data that, along with the price information retrieved through the internet, is the basis for the
More informationUnderstanding Tax Codes in Simply Accounting
Understanding Tax Codes in Simply Accounting www.prismbusinesstraining.com Understanding the Taxes and Tax Codes The tax code settings in Simply Accounting are found in the Setup menu on Simply s home
More informationUpload Budget Item Rates
Upload Budget Item Rates Who: Why: When: Sys Admin When tight control of Project costing is necessary and the same items are required on many Orders within the Project View. When Project Views are set
More informationClosing the Fiscal Year
Closing the Fiscal Year NORRIQ Belgium Date: 08/12/ Contact the NORRIQ service desk for additional assistance: servicedesk@norriq.be or +32 16 498 111 Index 1 Year end closing 3 1.1 Opening a new fiscal
More informationComplete Closing Enterprise Closing Disclosure Form
Complete Closing Enterprise Closing Disclosure Form VERSION 8.3 RamQuest.com 2015 RamQuest, Inc. Table of Contents Introduction... 5 Loan Estimate... 5 Closing Disclosure Form... 5 Accessing the CDF...
More informationPalladium Company Setup Guide
Palladium Company Setup Guide This document will assist you in setting-up your Palladium Company prior to processing transactions. Contents Setting Up Linked Accounts... 2 Purpose of Linked Accounts...
More informationPPO Fee Schedules Setup
PPO Fee Schedules Setup Go to Lists Fee Schedules New. Select Create Fee Schedule By: Individually Setting Up Service Codes. Manually add the code and then add the allowable fee, matching the fee schedule
More informationFixed Assets Manager Release Considerations Version
Fixed Assets Manager Release Considerations Version 2009.01 The following sections contain new features and considerations that apply to this version: What s New? The following features are now available
More informationDeduction Codes Configure Company
A deduction code is a code or abbreviation used in payroll in order to code amounts that are deducted from an employee s pay. In this system, users will be able to configure deduction codes in order to
More informationGL Budgets. Account Budget and Forecast. Account Budgets and Forecasts Menu
Account Budget and Forecast The Account Budget and Forecast function allows you to enter and maintain an unlimited number of budgets and/or forecasts values and types. When setting up the account budgets
More informationSetting up CareCredit Payment Type with CareCredit Currency Type
CareCredit Integration CareCredit users can now enter CareCredit payments and perform CareCredit refunds from within Eaglesoft, which will update in CareCredit s system. A CareCredit receipt will be automatically
More informationInfinite Campus. Making a Payment. July 15, 2016 Revision
Infinite Campus Making a Payment Table of Contents Payments Viewing Fees Fee Payments Optional Fee Payments Deposit Money into a Food Service Account Printing Account Details Managing Payment Information
More informationLedger Budgeting Building Publishing - Revising
Ledger Budgeting Building Publishing - Revising Introduction School budget information can be entered and managed through PCSchool. Budgets can either be entered and adjusted manually, or imported via
More informationCredit Card Processing Guide
Credit Card Processing Guide A Guide For Processing Transactions With The Integrity Edge Software I Integrity Credit Card Processing Table of Contents Part I Credit Card Processing Setup 1 Part II Credit
More informationDepending on your setup, the toolbar may include several items. These items operate uniformly throughout HKWorks.
Employee Pay All ideas and information contained within these documents are the intellectual property rights of HKP. These documents are not for general distribution and are meant for use only by HKP and
More informationManaging Fee Schedules
Managing Fee Schedules What is a Fee Schedule? A list of fees (other than standard fees ) for services Most commonly used to post PPO allowable fees Why use a Fee Schedule? True estimates on Walkouts and
More informationRisk Analysis. å To change Benchmark tickers:
Property Sheet will appear. The Return/Statistics page will be displayed. 2. Use the five boxes in the Benchmark section of this page to enter or change the tickers that will appear on the Performance
More informationCampus Solutions- Student Financials. Maintaining Setup Values
Maintaining Setup Values Version 9.0 1 Table of Contents Understanding Effective Dates... 3 Payment Application Processing... 6 Charge Priorities... 6 Overall Payment Priorities... 10 Item Type Set up...
More informationHow to do Month End Closing
How to do Month End Closing Access: Option 1: Desktop > Accounting Icon > Account Transactions > Option 2: Desktop > Accounting (on toolbar) > Operations > Account Transactions > Click on the Closing tab.
More informationPalladium Company Setup Guide
Palladium Company Setup Guide This document will assist you in setting-up your Palladium Company prior to processing transactions. Contents Setting up Linked Accounts... 2 Purpose of Linked Accounts...
More informationSTUDY PLANNER STUDENT SUPPORT GUIDE
GLOBAL MOBILITY STUDY PLANNER STUDENT SUPPORT GUIDE Table of Contents Summary of Subject Approval Process... 3 Getting Started... 4 Student Homepage... 5 Creating a Draft Exchange Plan... 6 Exchange Plan
More informationGenium INET PRM User's Guide
TM Genium INET NASDAQ Nordic Version: 4.0.0250 Document Version: 11 Publication Date: Wednesday, 6th May, 2015 Confidentiality: Non-confidential Whilst all reasonable care has been taken to ensure that
More informationRelease Notes Medtech Evolution ECLIPSE Billing Enhancements
Release Notes Medtech Evolution ECLIPSE Billing Enhancements Version 10.4.0 Build 5676 (March 2018) These release notes contain important information for Medtech users. Please ensure that they are circulated
More informationTo see a 1 page summary of the following documentation, go to the last page.
You may choose to pay the premiums on life insurance coverage for your employees. There are many different types of life insurance plans that an employer can provide, Group Permanent Life, Whole Life,
More informationProcessing Customer Credit Memos and Refunds
Processing Customer Credit Memos and Refunds If a job completed for a customer requires the processing of a refund or credit you can create a credit memo for the customer that will be reflected on the
More informationRESOLV CONTAINER MANAGEMENT DESKTOP
RESOLV CONTAINER MANAGEMENT DESKTOP USER MANUAL Version 9.2 for HANA Desktop PRESENTED BY ACHIEVE IT SOLUTIONS Copyright 2016 by Achieve IT Solutions These materials are subject to change without notice.
More informationFees - Standard Mode Guide
Fees - Standard Mode Guide Release 2018 May 2017 SISFSAUG-010103 The Edupoint software and any form of supporting documentation are proprietary and confidential. Unauthorized reproduction or distribution
More informationCommission Plans & Payroll Guide
Commission Plans & Payroll Guide Detailed Overview of The Reports in The Envision Software I Commission Plans & Payroll Guide Table of Contents Part I Introduction 1 Part II Commission Plan List 1 1 Edit
More informationTransfer an Employee s Time Off Balance
Absence & Leave Transfer an Employee s Time Off Balance Use this job aid to: Transfer an employee s Time Off Plan balance from their current plan to their future plan View the transfer with a Time Off
More informationIndividual Taxpayer Electronic Filing Instructions
Individual Taxpayer Electronic Filing Instructions Table of Contents INDIVIDUAL TAXPAYER ELECTRONIC FILING OVERVIEW... 3 SUPPORTED BROWSERS... 3 PAGE AND NAVIGATION OVERVIEW... 4 BUTTONS AND ICONS... 5
More informationManual Input. Earnings & Deductions Trinity Health. All Rights Reserved. 1
Manual Input Earnings & Deductions 2014 Trinity Health. All Rights Reserved. 1 1 Housekeeping Do not place us on hold Close other programs Ask questions by raising your hand or by using Chat You may be
More informationVision Computer Programming Services, Inc nd S N, Suite A Safety Harbor, FL
Vision Computer Programming Services, Inc. 801 2 nd S N, Suite A Safety Harbor, FL 34695 888-425-6964 email@visioncps.com www.visioncps.com How to use Auto-Billing in Member Tracking Auto-Billing in Member
More informationFee Management Year End
Fee Management Year End Overview Pre-Year End Processing Year End Processing Options 1 Accrual Example Option 2 Cash Basis Outstanding Balances with Fee Detail Example Option 3 Cash Basis Outstanding Balances
More informationFEES REFERENCE DATA QRG
FEES REFERENCE DATA QRG 1. Introduction This Quick Reference Guide focuses on how to create and maintain fees Reference Data in Client. It includes guidance that is specific to Smart & Skilled Offerings.
More informationWashington State Requirements
Washington State Requirements Release 7.0 SP3/FP5 Training/User Guide Revised: 06/23/11 2011 New World Systems Corporation. All Rights Reserved. All rights reserved. Information within this document is
More informationDEFINED BENEFIT TRANSFER ANALYSIS USER GUIDE
DEFINED BENEFIT TRANSFER ANALYSIS USER GUIDE CONTENTS 1. SELECT NEW OR EXISTING CLIENT... 2 NEW CLIENT... 3 EXISTING CLIENT... 5 SELECTING AN EXISTING CASE... 6 CREATE NEW ANALYSIS... 7 2. DEFINED BENEFIT...
More informationAPTA WITH TVC USER GUIDE
APTA WITH TVC USER GUIDE CONTENTS 1. SELECT NEW OR EXISTING CLIENT... 2 New Client... 3 EXISTING CLIENT... 5 SELECTING AN EXISTING CASE... 6 Create new analysis... 6 2. APTA with TVC... 7 SCHEME DETAILS...
More information05_Create Expense Report - New
05_Create Expense Report - New Purpose: How to Access: Audience: The purpose of this task is to create a new Expense Report. Open the Expenses worklet and click Create Expense Report from the Actions section.
More informationCreating a PO with a Future Date
Creating a PO with a Future Date Core-CT allows you to create a PO with a future date. This functionality can be used when creating a PO that is associated with a contract that is future dated or during
More informationTo make a sales invoice using card terminal follow the steps below. 1. Run HDPOS smart. Click on the Set-Up button on main screen.
How to make a sales invoice using card terminal? A card terminal is a device that interfaces with payment cards to make electronic fund transfers. When a sales invoice is made using a credit/debit card,
More informationStore Credit Magento Extension User Guide Official extension page: Store Credit
Store Credit Magento Extension User Guide Official extension page: Store Credit Page 1 Table of contents: 1. General Settings.....3 2. Store Credit Product Creation.. 5 3. Product Price Settings..6 4.
More informationSpanish EU Sales List 2010 (349 Report)
Microsoft Dynamics AX Spanish EU Sales List 2010 (349 Report) White Paper Date: January 2010 Table of contents Introduction to the European Union (EU) sales list forms Setting up Microsoft Dynamics AX
More informationThis document contains a list of amendments for the Siebel system screens. Contents
This document contains a list of amendments for the Siebel system screens. Contents 1. Currency Field... 1 2. Modifications in Agreement Creation... 1 3. Competition Field... 2 4. Expand All (+) and Collapse
More informationClaim Revenue Optimization- Atlantic
................................................................................................... Claim Revenue Optimization- Atlantic Pharmacy Technology Solutions April, 2014 Modify a Prescription
More informationRunning a Budget Position Report
Running a Budget Position Report This Addy Note explains how to run a Budget Position Report for a department or a project from within UCF Financials. It discusses how to: Run a Budget Position Report
More informationAccounting with MYOB Accounting Plus v18. Chapter Four Accounts Payable
Accounting with MYOB Accounting Plus v18 Chapter Four Accounts Payable Recording a Purchase Important Points A Purchase is obtaining goods for re-sale. Purchases are obtained from Suppliers. Amounts owed
More informationCustomer Communication Document Scheduled: 02.12
ANZ Transactive ENHANCEMENT Release 7.1 Customer Communication Document Scheduled: 02.12 CONTENTS FX CROSS RATES 3 What will change? 3 Why is it changing? 3 What does this mean for me? 3 What will it look
More informationPolicy. Chapter 6. Accessing the Policy. Nexsure Training Manual - CRM. In This Chapter
Nexsure Training Manual - CRM Policy In This Chapter Accessing the Policy Adding a Thank You Letter Editing the Policy Adding, Editing and Removing Assignments Admitted Carrier Identification Summary of
More informationOFFICE OF UNIVERSITY BUDGETS AND FINANCIAL PLANNING WMU BUDGET REPORTING INSTRUCTIONS (FOR THE WEB)
OFFICE OF UNIVERSITY BUDGETS AND FINANCIAL PLANNING WMU BUDGET REPORTING INSTRUCTIONS (FOR THE WEB) The WMU budget reporting panel provides reports designed to help departments track their permanent budgets.
More informationIRIS Payroll Professional
18/02/2014 IRIS Payroll Professional Guide to Workplace Pension Reform 16/02/2015 Contents Guide to Workplace Pension Reform & IRIS OpenEnrol... 3 What is Workplace Pension Reform?... 4 Automatic Enrolment...
More informationSelf Service - Thrift Savings Plan Overview
Self Service - Thrift Savings Plan Overview Introduction This guide provides the procedures for starting, changing or stopping Thrift Savings Plan (TSP) using Self Service in Direct Access. TSP changes
More informationClearing Admin. Broker Permissioning User Guide
Clearing Admin Broker Permissioning User Guide This material may not be reproduced or redistributed in whole or in part without the express, prior written consent of IntercontinentalExchange, Inc. Copyright
More informationAPTA WITH TVC PENSION TRANSFER ANALYSIS TOOL USER GUIDE
APTA WITH TVC PENSION TRANSFER ANALYSIS TOOL USER GUIDE CONTENTS 1. SELECT NEW OR EXISTING CLIENT... 2 NEW CLIENT... 3 EXISTING CLIENT... 5 SELECTING AN EXISTING CASE... 6 CREATE NEW ANALYSIS... 6 2. APTA...
More informationSales Price Scheme - Price by Formula Introduction Benefits Assumptions/Limitations Setup...
105579 SALES PRICE SCHEME - PRICE BY FORMULA 105579 Sales Price Scheme - Price by Formula... 1 1 Introduction... 2 2 Benefits... 2 3 Assumptions/Limitations... 2 4 Setup... 2 4.1 Code Maintenance... 2
More informationCustomer Support Guide Creating Absence Adjustments
Customer Support Guide Creating Absence Adjustments Contents Purpose... 2 Rationale... 2 Absence Accrual Patterns Policy Linking... 3 Absence Adjustments... 4 Creating the Adjustment... 5 Absence Calculator...
More informationAccounts Receivables Accruals
Accounts Receivables Accruals For FY16 June 16, 2016 Information Technology Understanding the Accrual Process The goal of year-end accrual process is to recognize revenues and expenses in the period in
More informationPayments and Voucher Adjustments for HUD Repayment Agreements
Payments and Voucher Adjustments for HUD Repayment Agreements When working with payments for HUD Repayment Agreements, the payment will need to processed in two steps. 1. Enter the payment into i-cam.
More informationQuestion No : 2 You have confirmed an automatic receipt in error. What is the correct method to rectify the error?
Volume: 123 Questions Question No : 1 The Billing Specialist has entered an invoice in a foreign currency. After completing the invoice she realized that she has to adjust the conversion rate on the transaction.
More informationCustomer Refunds. Reference Guide For Versions Last Revised: December 29, SedonaOffice
Reference Guide For Versions 5.7.24+ Last Revised: December 29, 2015 SedonaOffice 8401 Chagrin Blvd. Suite 15B 45185 Joy Road Chagrin Falls, OH 44023 Canton, MI 48187 440.247.5602 Table of Contents About
More informationQuickBooks Integration (Enterprise)
One Blue Hill Plaza, Second Floor, PO Box 1546 Pearl River, NY 10965 1-800-PC-AMERICA, 1-800-722-6374 (Voice) 845-920-0800 (Fax) 845-920-0880 QuickBooks Integration (Enterprise) CRE/RPE now exports sales
More information( ) User Guide For New Trading Hall
(09.09.09) User Guide For New Trading Hall Kenanga Investment Bank Berhad Page 1 User Guide for New Trading Hall Table of Contents NEW TRADING HALL FEATURES 1. ORDER TAB Pg 3 2. GENERAL TAB Pg 4 3. EXCHANGE
More informationStep 1: Log in to your student information system (SIS) account at go.sfu.ca
How to setup up direct deposit to your bank account using SIS (go.sfu.ca) Direct deposit allows scholarship payments and refunds from SFU to be made to a student s bank account (in Canada), as opposed
More informationSage Tax Services User's Guide
Sage 300 2017 Tax Services User's Guide This is a publication of Sage Software, Inc. Copyright 2016. Sage Software, Inc. All rights reserved. Sage, the Sage logos, and the Sage product and service names
More informationBES USER S GUIDE BES Budget Entry Spreadsheet for the WEB
Office of University Budgets and Financial Planning May 2007 BES USER S GUIDE BES Budget Entry Spreadsheet for the WEB The BES is an application that is used to create and correct onetime adjustments and
More informationAdvanced Credit Control Module Administrators Guide DOCUMENTATION. Phone: Fax:
Advanced Credit Control Module Administrators Guide DOCUMENTATION Phone: 01981 590410 Fax: 01981 590411 E-mail: information@praceng.com CHANGE HISTORY ORIGINAL DOCUMENT AUTHOR: MICHELLE HARRIS DATE: OCT
More informationVivid Reports 2.0 Budget User Guide
B R I S C O E S O L U T I O N S Vivid Reports 2.0 Budget User Guide Briscoe Solutions Inc PO BOX 2003 Station Main Winnipeg, MB R3C 3R3 Phone 204.975.9409 Toll Free 1.866.484.8778 Copyright 2009-2014 Briscoe
More informationGreenshades Garnishments User Guide
Greenshades Garnishments User Guide 1. 1. General Overview... 4 1.1. About this Guide... 4 1.2. How Greenshades Garnishments Works... 4 1.3. Default Deduction Setup within GP... 5 1.4. Employee Deduction
More informationBanner Finance. Using BannerWeb To Query Financial Data. Library and Information Services
Banner Finance Using BannerWeb To Query Financial Data Library and Information Services Revised September 26, 2005 Banner Finance Using BannerWeb To Query Financial Data Table Of Contents BannerWeb Basics...1
More informationUniform Collateral Data Portal Reference Series for the Lender Admin: 4 - Managing Lender Agents
Uniform Collateral Data Portal Reference Series for the Lender Admin: 4 - Managing Lender Agents This reference is the fourth in a series of four references for the Lender Administrator, a Uniform Collateral
More informationContents 1. Login Layout Settings DEFAULTS CONFIRMATIONS ENVIRONMENT CHARTS
USER GUIDE Contents 1. Login... 3 2. Layout... 4 3. Settings... 5 3.1. DEFAULTS... 5 3.2. CONFIRMATIONS... 6 3.3. ENVIRONMENT... 6 3.4. CHARTS... 7 3.5. TOOLBAR... 10 3.6. DRAWING TOOLS... 10 3.7. INDICATORS...
More information6.14 (c) - How to Run CAT Reports Missing from CAT Report
6.14 (c) - How to Run CAT Reports Missing from CAT Report Purpose and Overview This report allows users to identify new hires and ongoing staff who exist in HRS but were not included in the CAT at the
More information3 - Paying Bills CCSD Symphony Circulation Manual (08/17) Paying Bills
Paying Bills The Paying Bills Wizard helps you process user payments for current bills. 1. Click on the Paying Bills Wizard found under the Common Tasks Wizard heading. 2. Enter the patron User ID and
More informationIRIS Payroll Business
18/02/2014 IRIS Payroll Business Guide to Workplace Pension Reform 16/02/2015 Contents What is Workplace Pension Reform?... 4 Automatic Enrolment... 4 Know your Staging Date... 6 Assess your workforce...
More informationGEMINI ACCOUNTING PAYROLL SETUP PROCEDURE CREATE/ENTER/POST EMPLOYEE BENEFIT DEDUCTION
Builder Incubator a division of ISCM P.O. Box 3335 Plant City FL. 33566 PH: (813) 626-8778 Ext 2 FAX: (813) 964-7810 www.builderincubator.com EMAIL:support@builderincubator.com GEMINI ACCOUNTING PAYROLL
More informationThe Chart of Accounts can be modified at any time. Existing accounts can be modified and new accounts can be added.
Chart of Accounts Maintenance Overview The Chart of Accounts can be modified at any time. Existing accounts can be modified and new accounts can be added. Navigate to: General Ledger>Maintenance>General>Chart
More informationAffordable Health Care Reporting Preparation and Reporting Procedures
Affordable Health Care Reporting Preparation and Reporting Procedures Important Dates: Printed 1095 forms are required to be provided to the employees by Jan 31 st. Printed 1094/5 forms for the IRS (if
More informationFinance Manager: Payroll
: Payroll W2 Processing The W2 Processing routine prepares the employee payroll information that is necessary for completing the W-2s. The routine encompasses five steps: Generate W2 History File, Edit
More informationViewing Fees. PATH: Portal > Family > Payments
PATH: Portal > Family > Payments The Payments tool allows users to make online payments for fees and/or deposit money into food service accounts for members of a household. If this feature is used by a
More informationMMF Investment Policy Management
MMF Investment Policy Management Citibank Online Investments Transaction Services MMF Investment Policy Management Table of Contents Table of Contents Money Market Funds Investment Policy Management...2
More informationCongestion Revenue Rights (CRR)
Congestion Revenue Rights (CRR) CRR Market User Interface (MUI) Training Auction Process Introduction To fulfill the Tariff required training each individual needs to complete the following, in the order
More informationDirect Deposit ADD DIRECT DEPOSIT
Direct Deposit DESCRIPTION: Steps to support the process to add, edit, and delete your direct deposit information PREREQUISITE: Introduction to MIO, Navigating in MIO AUDIENCE: Associate ADD DIRECT DEPOSIT
More information1. Asset Maintenance
1. Asset Maintenance Table of Contents Asset Maintenance... 2 The General tab... 3 The Accounts tab... 6 The Notes tab... 7 Click on 1. Asset Maintenance from the Main Menu and the following window will
More informationACH Initiation Enhanced Business Online Banking
ACH Initiation Enhanced Business Online Banking ACH INITIATION PAGE 1 ACH Initiation Enhanced Business Online Banking Businesses initiate ACH payments and collections via the Make/Collect a Payment screen.
More informationOnline Help for Client Employees
Online Help for Client Employees Accessing the portal (Employee) HowdenBenefits.com is an online web based Self Service Portal that enables employees to view details of insurance products offered by their
More informationPosition Management Console
Position Management Console Last Update: 7/13/2009 1 Table of Contents Position Management Console... 3 Viewing the Position Search Results... 4 Viewing the Position Information... 5 Editing the Position
More informationHow to Manage THD Budgets. Step One Create New Project Budget
Version 1.0 How To: Manage THD Budgets: - Create New Project Budget - How would I create subsequent budgets? - Create Report to Compare Budgets - How is the Budget Versions Comparison Report Printed? How
More informationFinancial Statements Guide. October Version 2013 Release 2
Financial Statements Guide October 8 2013 Version 2013 Release 2 Copyright NetSuite, Inc. 2009 2013 All rights reserved. This document is the property of NetSuite, Inc., and may not be reproduced in whole
More informationMaking an Online Payment
Making an Online Payment PATH: Portal > Family > Payments The Payments tool allows Portal users to make online payments to fees and/or food services incurred by members of a household. If this feature
More informationLoanBeam. Automating Tax Form Processing. National Training Division. Revised 4/6/18
LoanBeam Automating Tax Form Processing Revised 4/6/18 Introduction to LoanBeam Topics Covered: How to access LoanBeam in FasTrac360 Uploading tax documents Checking order status Understanding accompanying
More informationKuali Research User Guide: Create a new Budget document for a Child Award
Kuali Research User Guide: Create a new Budget document for a Child Award Version 6.0: November 206 Purpose: To create a detailed or modular budget for a child award. Trigger / Timing / Frequency: Once
More informationSetting up TaxSlayer Pro Online
Setting up TaxSlayer Pro Online To set up TaxSlayer ProOnline as a Favorite in your web browser, use the following steps: 1. Open Internet Explorer, Mozilla Firefox, or Google Chrome. 2. Type https://vita.taxslayerpro.com
More informationMember Access Manual. Contents. Registration Process Logging In Making a Donation Donation History Account Information
Manual Contents Registration Process Logging In Making a Donation Donation History Account Information This is the first screen you will see as a new user, and for future logins. First time users must
More information