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Onboarding
27 articles
Pre-Onboarding QuestionsNew to VRPlatform? Start here! This is a resource to help address the most commonly asked questions about VRPlatform before onboarding.
How does VRPlatform Work?This article provides an overview of how VRPlatform works
STR Business Models Supported by VRPlatform
Using the Location Method to Discern Operating and Trust Funds, Guiding Trust-to-Operating TransfersAn explanation of the location method
The importance of having separate trust and operating accountsA word on having separate trust and operational bank accounts
How to add and configure listings in VRPLearn how listings are added, and how to assign owners, classes and locations
Onboarding ChecklistNew to VRPlatform? Start here!
Payouts sent directly to owners - OverviewThis article covers the process for handling payouts directed to owners instead of your trust account
What Accounting Functions are Automated? Which are still required?This article provides the details of VRPlatform's Accounting Automations and explains what accounting processes are still required.
Onboarding - Automation Mappings - ClassesClass Mappings in VRP
Onboarding - Automation Mappings - Deposit - to AccountDeposit-to Account mappings in VRP
Onboarding - Automation Mappings - InclusionInclusion Mappings in VRPlatform
Onboarding - Automation Mappings- Items-PMSMapping VRPlatform's Items-PMS - A guide to mapping your products and services for your reservation invoices
How to test your Reservation Invoice AutomationTesting your Reservation Invoice automation by booking channel
Onboarding -Automation Mappings - LocationsLocation Mappings in VRPlatform
Onboarding - Automation Mappings - Payout DepartmentPayout Department Mappings in VRPlatform
Onboarding - Automation Mappings -Owner Payout AccountOwner Payout Account Mappings in VRPlatform
Onboarding - Automation Mappings - Receive-to AccountReceive-to Account Mappings in VRPlatform
Onboarding - Automation Mappings - Tax CodeTax Code Mappings in VRPlatform
Onboarding - Automation Mappings - Vendor
Onboarding - Automation Mappings - Items - Payment ProcessorsItems - Payment Processors Mappings in VRPlatform
Beginning Balance EntriesThis article provides details about the types of beginning balance entries that may be needed as a new customer with VRPlatform.
Beginning Trust Balance EntryThis entry is for new VRP customers beginning with a new QBO subscription as of their go-live date.
How to exclude line items from your invoices