PS: Adding and Removing Departments from the Daily Income Journal Summary

Use this workflow to remove unused departments (such as Retail or specific F&B outlets) from displaying on your property's Daily Income Journal Summary screen.

 

Prerequisites:

• Permissions: Requires access to the Administrative Tools menu at the Site Level.
• Location Constraint: This configuration must be done at the individual property level; the required screen is not accessible from the Corporate Level menu.

 

The Steps:

1. Navigate to the Site Level menu and select Administrative Tools > Customize Accounts.
2. Click the Options icon to open the options menu.
3. Click the Department dropdown box and select Income Journal.
4. Click Okay to apply the filter.
5. Locate the specific department you want to remove.
6. Uncheck the box in the Is Active? column.
   • Note: To add a department later, simply return to this screen and re-check the box.
7. Select Save.

  

The Result:

• Success: Navigate back to your Daily > Income Journal Summary screen. The departments that were unchecked in the "Is Active?" column will no longer be displayed.

 

Troubleshooting:

• Cannot find the Customize Accounts screen: Ensure you are actively viewing a specific property's dashboard (Site Level). This screen will not appear if you are viewing the Corporate Level dashboard.