Apply a non calendar Accounting Year in Visual Matrix
Should you operate on a non-calendar accounting year and require adjustments to your accounting periods, please reach out to our Client Experience Team
at least a couple of days before the intended change. A form must be filled out and signed to specify the required setup accurately.
Your present accounting year information can be located (although not altered) in Management > Accounting Settings Report Headings for the Cloud and in Management > Setup > Accounting > Report Headings for the Desktop.
You can find (but cannot change) your current accounting year in Management > Accounting Settings Report Headings for the Cloud and in Management > Setup > Accounting > Report Headings for the Desktop.
Setup the Number of Accounting Periods (Cloud)
This setting cannot be updated by the property. If your property has a different financial reporting cycle, please contact our Client Experience team. An accounting period is any time frame used for financial reporting. Transactions that fall within ...
Setup Accounting Periods (Cloud)
In bookkeeping, an accounting period is the timeframe used for the preparation of management accounts and financial statements. In management accounting, the accounting period can vary significantly and is decided by the management. The standard ...
Setup a New Accounting Code (Cloud) 🎥
? Watch Video #1 | Watch Video #2 Path: Management > Accounting Settings > Setup Code The setup starts with the "Accounting Code Setup" section. 1. Click Add New. 2. Choose the code you want to give to this new item. The code is limited to 4 ...
Setup a Complementary Accounting Code (Cloud)
The Comp Accounting Code will be assigned to the Comp discount code to separate any complementary discount amounts from every other rate discounts. Path: Management > Accounting Settings > Setup Code 1. Click Add New. 2. Enter "COMP" as the ...
Accounting Codes Glossary - Visual Matrix PMS
An accounting code is a distinct marker or tag allocated to particular financial transactions, accounts, or groupings within the system. These markers serve the purpose of organizing and monitoring financial information associated with property ...