Adding/Cancelling a Master Account on a Group

The Master Accounts are an additional type of account that allow 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.

How to add a Master account onto a group

• Click on `Options’ (bottom right hand side of the screen) ‘Add Master’ tab 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 multiroom reservation

Media Source - The same as the multiroom 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 Pick List marked with the Booking Reference only.

How to cancel a Master account on a group

• Click on `Options’ (bottom right-hand side of the screen)
• Pick List - The Master account will have the Booking Reference only.
• Click on the Reference 
• Options > Cancel
• Choose the Cancellation Code > Cancel Reservation(s)

Please note:

• if there is a deposit please action accordingly
• if charge routing has been set up this will fail as the Master will no longer exist