Changes for approval¶
PMS Dashboard → Changes for approval is the control on how the hotel's transactions are coded. When someone creates, changes or deletes a mapping between a PMS code and an account, the change only takes effect once it is approved here.
What waits for approval¶
| Change | What has happened |
|---|---|
| Pending creation | A PMS code has been tied to an account for the first time. |
| Pending update | An existing mapping has been changed. |
| Pending deletion | A mapping is set to be removed. |
Approved changes are noted in the log as Approved creation, Approved update or Approved deletion.
How to approve¶
- Choose PMS Dashboard → Changes for approval.
- Review the change. You can see the PMS codes, account, account type, description, currency, debit, credit and opposite sign, along with the hotel code, market code, room no. and confirmation no. of the transactions it affects.
- Approve or reject.
Only once the change is approved is the mapping used for new transactions in the Daily journal.
Who may approve¶
Access is governed by an approval group set up in the PMS settings. The group decides who can accept changes to PMS codes and payment methods.
This is deliberately separate from whoever makes the change: the person who creates a mapping is not necessarily the person who approves it.
Activity log¶
The activity log shows what has happened to a mapping or a transaction. Where there is nothing to show, it says No approval log is found or No log or comments found on transaction.