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Filter reservations by financial line types

Quickly review reservations that include particular fees or charges

In VRTrust, you can filter reservations by specific financial line types included in the financials. This makes it easy to quickly review and take action on reservations that include particular fees or charges.


Access the Reservations Page

  1. From the main navigation, click Reservations

  2. The reservations table will load, showing all reservations by default

Filter by Financial Line Type

  1. Above the reservations table, locate the filter bar

  2. Click the Financials filter to open the dropdown

  3. Scroll through the list or use the search field to find a specific line type

This allows you to immediately isolate reservations with that specific charge.

Review Reservation Details

  1. Click into any reservation from the filtered list

  2. Open the reservation details

  3. Review the selected line type (for example, the early check-in fee) directly within the reservation

This confirms how the fee was recorded and included in the financials.


Example: Filter by Early Check-In Fee

  1. Open the Financial filter

  2. Select Early Check-In Fee

  3. The table will update to show only reservations that include this fee in the financials


Why This Is Useful

Filtering reservations by financial line type helps you:

  • Quickly audit specific fees or charges

  • Review how certain line items are applied across reservations

  • Identify reservations that may need follow-up or adjustment

  • Save time when working with large reservation volumes


Tip

You can use this filter for any financial line type, making it a powerful way to segment reservations based on what’s included in your financials.

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