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Create a House Account

📆 Revision Date:

On the home page of the HotelKey administration web application (admin.hotelkeyapp.com), select the Administration v2 link in the RetailKey section.

RetailKey Section in HotelKey Admin App

RetailKey Section in HotelKey Admin App

Select the House Accounts section in the left sidebar.

House Accounts Sidebar Menu Link

House Accounts Sidebar Menu Link

The list of house accounts is loaded.

Select Add House Account.

House Accounts Page – Add House Account Link

The New House Account panel loads.

Complete the panel, then select Create House Account to create the account and close the panel:

Name - account name
Account Number - unique code assigned to each house account as an identifier
Type - toggle to select Permanent or Temporary; Temporary is the standard selection, and allows for the user to enter an end date for the account; Permanent accounts do not have an end date entered and can be closed manually when the account balance is zero

Remarks - comments, if any
Open Date - date the house account was created, usually the current date
End Date - date the account is scheduled to automatically close; recall that Permanent accounts do not have an End Date; if a Permanent account is not closed on the defined date, it is flagged for review during the Night Audit.

Email, Phone Address - for the account

Company - if this house account is to be associated with a Company account already in the system, search for and select the applicable company by entering the first three characters of its name in the search box.

Note that the Create House Account link activates when all required fields are complete.

New House Account Panel

New House Account Panel

The House Account Details panel loads, confirming account creation.

House Account Details Panel

House Account Details Panel

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