Master Accounts are an additional type of account that allows bills and folios to be created without having to create a room reservation. A master account, on the Main tab, can hold information regarding the Media Source and Market Segment. They can have a credit limit applied and have a balance amount and balance due by date associated to them. The master account allows charges to be routed to it rather than one of the rooms in a Multi-Room. Once a master account has been created charge routing will need to be set up on the reservations.
How to add a Master account to multi-room
- Click on the ‘Add Master’ below the Room List and you will be taken to a new screen to create the Master Account
- The Master account will open on the ‘Main’ page, enter the following information;
Description - A free type description used to identify the master in the NRA & Masters section of the Billing menu.
Name - This is used to free type or link a person profile.
Market Segment - The same as the multi-room reservation.
Media Source - The same as the multi-room reservation.
Interface Posting Mode - This has options of ‘All Allowed’, ‘None Allowed’ and ‘Phone Only’ and works in the same way as on a reservation.
Balances & Deposits
Setting the Master ‘Guarantee’ tab
- Set your Guarantee Type, comments, Ledger and payment details as you would in an individual reservation.
- Click save in the bottom right hand corner.
- For charges to go to the Master Account charge routing must be set up.
- You will see the Master Account appear in the Room List marked as [MSTR].
Charge Routing
In addition to adding the option to "Route Charges From" on individual reservations, we also took the opportunity to incorporate this capability into Master bookings as well.
When opening the Guarantee tab on a Master you will see the new entry of ‘Charge Routing Rules’. The system will only give the option to ‘Route Charges From’.
Select Bookings allows you to search for the arrival date or the booking reference of the picked up rooms. Tick the rooms applicable, click Continue and you will then see the number of bookings now being routed to the Master booking.
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