VRTrust: Settings
Learn about Settings, including how to manage team details, members, accounts, tax rates, emails, owner portal and more.
22 articles
- How Revenue Recognition Works for Stays That Cross Your Accounting Start Date (VRTrust)See how VRTrust splits revenue, receivables, and balances for stays that check in before your accounting start date.
- Add and manage team members (VRTrust)
- Account assignments overview (VRTrust)
- Reference Accounts (VRTrust)Learn how to create and use Reference Accounts in VRTrust
- Reference accounts for booking channel fees (VRTrust)
- Manage owner portal settings (VRTrust)Brand your owner portal and choose what owners see on their dashboard, summary, reservations and calendar.
- Adding owners and vendors (VRTrust)Learn how to add owners and vendors individually or in bulk
- Managing reservation lines (VRTrust)
- Mapping reservation lines types from your PMS (VRTrust)Set up and manage reservation line mappings in VRTrust
- Setting default revenue recognition for reservations (VRTrust)Set the default revenue recognition for reservations in VRTrust
- Exceptions to reservation line mappings (VRTrust)
- Go-Live Planning in VRTrust
- Setting Books Closed Date in VRTrust
- Set up owner email templates (VRTrust)Customize the emails owners receive, including sending statements to owners without a login.
- How to create and use VRTrust line types
- Show draft statement data in owner summary reports (VRTrust)Enabling the Show Draft Summary Statement Data owner portal setting
- How do I duplicate an account in VRTrust?Learn how to duplicate an existing chart of accounts entry in VRTrust to speed up account creation by reusing existing configurations.
- API Access in VRTrustBuild custom integrations, automate workflows, or connect financial data with external systems via API tokens.
- Edit Owner Statement Settings (VRTrust)Use an address or email on owner statements that differs from your default settings.
- Assign Roles and Permissions to Team Members (VRTrust)Learn how to choose and assign team roles in VRTrust, including Team Admin, Standard Member, Operations, Read Only, and the ACH Payer add-on.
- Owner portal dashboard (VRTrust)Give owners a home page in the owner portal with key performance metrics for their properties
- White Label Your Owner Portal (VRTrust)Give property owners a fully branded experience with a custom domain, logo, colors, and email sender for the owner portal.