You can reclassify a financial line item on a specific reservation directly from the reservation drawer. This allows you to adjust how an amount is categorized without affecting your global reservation mappings or other reservations.
Steps to Reclassify a Financial Line Item
From the left-hand menu, navigate to the Reservations page.
Select the reservation you want to adjust to open the reservation drawer.
Scroll down to the Financials section.
Locate the line item you need to reclassify.
Hover over the line item and select Reclassify Line.
In the window that appears, choose whether to reclassify the full amount or a partial amount.
Select the new line type you want to reclassify to, then enter the amount to be reclassified.
Optionally, add a description and select a posting date. Available date options include:
Check-in date
Check-out date
Booking date
Custom date
Click Save.
What Happens After Saving
The system will automatically create a new line for the reclassified amount and adjust the original line accordingly. For example, if you reclassify a portion of a cleaning fee to a pet fee, the cleaning fee line will be reduced and a new pet fee line will be created for the specified amount.
Important Notes
Reclassifying a line item within a reservation only affects that specific reservation. It does not impact your master reservation mappings or any other reservations, ensuring accurate classification and reporting across your account.
If you still have trouble, reach out to our support team.