Account and Extras

Accounts is a configuration page used to manage internal purchase accounts and payment accounts. These accounts are used to classify transactions properly.

The page is divided into two sections:

• Account List.
• Payment Account List.

How to Add Purchase Account

1. Click the Add Purchase Account button.
2. Fill in the form:
   • Property: Select the applicable property (or "Select All Properties").
   • Account Name: Enter the name of the account.
   • Master Account (Optional): Select a master account if this account is a sub-category.
   • Account Type: Choose the account type options.
   • Account Code: Internal reference code for the account.
3. Click Add Account to save.

[!NOTE]

Troubleshooting Manage Existing Agencies

Edit button not responding

• Refresh the page and try again.
• Ensure you have the correct user permissions to modify agency details.
• Check if the agency was added manually. Only manually added agencies can be edited.

Unable to remove an agency

• Make sure the agency is not currently linked to active rate plans or bookings.
• Try removing after disconnecting the agency from all linked data.
• If the "Remove" button is inactive, check user permission or contact support.

Changes to agency details not saving

• Ensure all required fields (e.g., name, email) are filled in correctly.
• Check internet connection and retry saving.
• Avoid using special characters that may not be allowed in certain fields.

Color or "Copy All" updates not applying across rate plans

• Verify that the agency has multiple rate plans.
• Refresh the page after applying changes to confirm updates.
• Try updating one plan manually to confirm it's not a display issue.

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How to Add Payment Account

1. Click the Add Payment Account button.
2. Fill in the following field:
   • Account Name: Enter the name of the payment account.
3. Click Add Payment Account to save.

[!NOTE]

Troubleshooting Add Payment Account

Add Payment Account button not responding

• Refresh the page and try again.
• Make sure you have permission to manage payment settings.
• Disable any browser extensions that might interfere with UI elements.

Error when saving the payment account

• Ensure the Account Name field is not empty.
• Avoid using special characters or symbols that may not be accepted.
• Check for duplicate account names; use a unique name if necessary.

New account not appearing after saving

• Wait a few seconds and refresh the page.
• Confirm the account wasn't added with a typo or unexpected spacing.
• Try clearing browser cache if the issue persists.

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How to Manage Existing Accounts

On the main page:

1. Use the Edit or Delete links to manage any account.
2. For payment accounts, you may also use Copy All to replicate account settings across rate plans or modules.

[!NOTE]

Troubleshooting Manage Existing Accounts

Edit/Delete buttons not responding

• Make sure you are connected to the internet and the page is fully loaded.
• Check if you have sufficient user permissions to manage accounts.
• Try refreshing the page or using a different browser.

Changes made in Edit are not saved

• Ensure all required fields are filled correctly.
• Avoid using unsupported characters or symbols.
• After clicking "Save", wait a few seconds for confirmation or feedback.

Account not removed after clicking Delete

• Confirm the deletion action if a confirmation dialog appears.
• Refresh the page to ensure the change is reflected.
• If the problem persists, check for system restrictions on deleting certain accounts.

Copy All does not apply settings to other rate plans

• Ensure that the account is active and properly saved before using Copy All.
• Wait a few seconds after clicking the button to allow the system to process the update.
• Refresh the view or navigate to affected rate plans to verify if settings were applied.

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