The Accounting Overview page is your centralized to-do list for the Accounting module. It displays actionable alerts and summaries so you can quickly see what needs attention across all of your properties.
What You'll See on This Page
The Overview page organizes pending tasks into categories. Each category shows a count of items that require action. Clicking on a category takes you directly to the relevant page to resolve the item.
Common categories include:
• Unposted Daily Activity – Days with daily activity entries that have not yet been posted.
• Pending Invoice Approvals – Invoices waiting for approval before they can be paid.
• Unreconciled Accounts – Bank and credit card accounts that have not been reconciled for the current or prior periods.
• Pending Payments – Payments that have been approved but not yet printed or posted.
• Flagged Transactions – Transactions that have been flagged for review and need attention.
Using the Overview Page
1. Navigate to Accounting > Overview.
2. Review each category for items that need attention. The number next to each category indicates how many items are pending.
3. Click on a category to go directly to the page where you can resolve those items.
4. Once an item is resolved (e.g., an invoice is approved or a reconciliation is completed), the count on the Overview page updates automatically.
The Overview page reflects data across all properties you have access to. If you manage multiple hotels, use the property selector to filter by a specific property.
Updating Alerts
Getting too many alerts, or the alerts are not relevant to your daily tasks? You can update the Alert categories that you see by clicking on the triple-dot menu at the top right of the page, and selecting Alert Preferences.
Toggle the alert off if you do not wish to see it on your Overview page. Your changes will save automatically.