Objective:
This guide will walk you through the process of reversing a disbursement for a reservation in PropertyStack.
In this Article, You Will Learn How to:
Locate the specific reservation and its financial details.
Navigate to the Trust account section.
Complete the reversal of a disbursement.
Step 1: Locate the Reservation
From the PropertyStack dashboard, access the 'Multi-Calender' tab by clicking on
icon.Find the reservation needing disbursement reversal.
Open the reservation details by clicking on the guest's name, then
icon.
Step 2: Navigate to Trust Details
Within the reservation details, click on the 'Trust' tab to view financial transactions.
Step 3: Reverse the Disbursement
Identify the disbursement entry you wish to reverse.
Click the 'Reverse All' button associated with that transaction.
Confirm the reversal to complete the process.
Conclusion
After following these steps, the disbursement for the reservation will be successfully reversed, allowing you to manage and rectify financial records within PropertyStack accurately.