Property Settings

📂 What you will find in this section:

To help your administrative and finance teams configure property defaults, revenue rules, and operational automation, we have organized this section into four key functional areas:

📊 General Ledger & Financial Structure: Guides for configuring General Ledger (GL) account mappings, defining Charge Types and Sub-Charge Types, and establishing financial classification rules for accurate transaction posting.
📦 Rates, Packages & Allowance Rules: Step-by-step instructions for creating rate plans, building room or event Add-On Packages with linked rates, and managing Package Allowances (including consumption and breakage tracking).
💳 Deposits, Taxes & Charge Routing: Configuration workflows for setting up advanced deposit policies with automated invoicing, applying rate-level tax exemptions, and building property-level Charge Routing Profiles.
🔔 Reminders & Operational Templates: Administrative controls for creating department categories and standardizing task reminder templates to automate property-wide notifications.

📂 Knowledge Base Articles

Knowledge Base Link	Key Functional Areas	KBA Description
Accounting Setup for General Ledger Accounts	📊 General Ledger & Financial Structure	Learn how to set up general ledger accounting by linking charge types to their corresponding GL accounts for accurate revenue and expense posting.
Accounting Setup for Sub-Charge Types	📊 General Ledger & Financial Structure	Learn how to set up Sub-Charge Types and apply them to guest folios and house accounts to track detailed outlet charges and assign accounting codes without a POS integration.
Advanced Deposit Configuration and Payment Process	💳 Deposits, Taxes & Charge Routing	Learn how to configure advanced deposit rules, schedule automated deposit collection, and enable auto-generation of advance deposit payment invoices.
Charge Types	📊 General Ledger & Financial Structure	Learn how to configure Charge Types and Charge Type Categories to correctly classify financial transactions, streamline folio check-outs, and organize transaction reporting across your property.
Create a Package with a Linked Rate Plan	📦 Rates, Packages & Allowance Rules	Learn how to create a package rate linked to a rate plan, configure package elements for revenue tracking, and set itemized or summarized invoice display options.
Create Add On Packages	📦 Rates, Packages & Allowance Rules	Learn how to create and manage non-room Add-On Packages to package meeting spaces, catering, and audiovisual equipment into per-person event rates.
Create Charge Routing Profile	📊 General Ledger & Financial Structure	Learn how to create and apply property-level Charge Routing Profiles to instantly automate charge routing setups across guest folios and external billing destinations.
Creating Departments for Reminders	🔔 Reminders & Operational Templates	Learn how to set up reminder departments in Property Settings to streamline team notifications and task distribution.
Creating Templates for Reminders	🔔 Reminders & Operational Templates	Learn how to configure reminder templates in Property Settings to standardize operational tasks, guest follow-ups, and automated notifications across your property.
Package Allowance	📦 Rates, Packages & Allowance Rules	Learn how Package Allowances function, including how the system calculates room rent, posts outlet charges, and automatically handles over- and under-consumption through breakage charges.
Rate Setup	📦 Rates, Packages & Allowance Rules	Learn how to set up rate plans, posting rules, and applicable taxes or fees to manage rate plan behavior across reservations.
Tax Exemption on a Rate Code	💳 Deposits, Taxes & Charge Routing	Learn how to configure tax exemption at the rate plan level so all future reservations under selected rate codes automatically bypass property tax charges.