Accounting Part 2: Accounting Organizer

Introduccion

Welcome to this Getting Started tutorial for GuestWisely’s integrated accounting.

This guide will show you how to use the GuestWisely Accounting Organizer to optimally configure your reports to suit your needs.

The Organizer has two main parts:

• Revenue Organizer – Set up revenue categories and types

• Expense Organizer – Set up expense categories and types

By organizing your financial data upfront, you’ll ensure accurate, consistent reports for your business.

Let’s get started!

Expense Organizer

Use the Expense Organizer to create and manage Expense Categories and their respective Expense Types. You can also apply default settings to expense types within each category. Implementing these settings from the outset will save you time later.

Creating Expense Categories

Follow these steps to create Expense Categories:

1.  Select +Add Category to create a new category.

2. Enter the category name in the Expense Category field.

3. In the Expense Types field, enter the first expense type.

4. Click on +Add to include additional expense types as needed, and, finally, on Save.

• Example: For a "Utilities" category, you might add Broadband, Electricity, Gas, and Water as expense types.

Making edits and changes 

Easily modify expense categories, reassign expense types, and adjust settings to keep your records accurate and organized.

1. Click any cell in the Expense Organizer to edit Category Names or Expense Types.

2. A pop-up will appear, allowing you to make changes.

3. In the Arrange / Edit column:

• Click the trash icon to delete a category and either reassign its expense types.

• Use the arrows to reorder categories—this will also update their order in accounting reports.

• Click the cog icon to set default treatments for expense types within a category.

Revenue Organizer

Before creating a Revenue entry in the Revenue Manager, set up Revenue Categories in the Revenue Manager to effectively streamline your revenue management.

Creating Revenue Categories

Follow these steps to create Revenue Categories:

1.  Select +Add Category to create a new category.

2. Enter the category name in the Revenue Category field.

3. In the Revenue Types field, enter the first Revenue type.

4. Click on +Add to include additional Revenue types as needed, and, finally, on Save.

Making edits and changes 

Easily modify Revenue categories, reassign Revenue types, and adjust settings to keep your records accurate and organized.

1. Click any cell in the Revenue Organizer to edit Category Names or Revenue Types.

2. A pop-up will appear, allowing you to make changes.

3. In the Arrange / Edit column:

• Click the trash icon to delete a category and either reassign its Revenue types.

• Use the arrows to reorder categories—this will also update their order in accounting reports.

The Account Organizer is a key component of the Accounting feature. Learn more about the Accounting module here.