PS: How to Configure and Assign Drivers

The Hook: Use this process to link GL accounts (e.g., Guest Supplies) to statistical drivers (e.g., Occupied Rooms) so expenses automatically recalculate when business volumes change.

Prerequisites:

• Requires Site Admin and/or Corporate Admin access to the Customize Accounts screen.
• The driving account (e.g., Total Rooms) must be marked "Use as Driver" first.

The Steps:

1. Navigate to Site or Corporate Home > Admin > Customize Accounts.
   • Note: Drivers are set up for Individual Sites, though this can still be completed at the Corp Level. 
2. Locate the account you want to automate (e.g., Guest Supplies).
3. Click the Edit (pencil) icon under the Driver column.
4. Select the Driver account from the dropdown list (e.g., Total Rooms W/ Comps).
5. Click the Edit icon under the Driver Mode column.
6. Select the calculation method:
   • # (Stat): Drives off the count (e.g., number of rooms).
   • $ (Amount): Drives off the revenue (e.g., percentage of room revenue).
7. Click the Save icon.

The Result Validation:

• Success: When opening the Forecast/Budget input screen, the "Driver" column displays the selected unit, and entering a Ratio automatically calculates the Stat and/or Amount.