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About Transaction Categories

Transaction Categories are the types of payments you want to collect.

Examples include ... 

Reservation Deposit

Check-Out Settlement

Group Deposit

Gift Card

Lost & Found Fee

These can be anything you wish to call them.

If TransForm is interfaced to your PMS, you can configure any or all of your Transaction Categories to post to a booking or to a specified account in the PMS.

Accessing Transaction Categories

To create or edit Transaction Categories, log into the b4 Admin Site and select B4EASYPOST in the banner menu. Transaction Categories are the first button under B4EASYPOST.

Once you select the Transaction Categories button, you will see a table similar to this example.

There is a button in the blue bar that enables you to add a new Transaction Category and each existing Transaction Category includes a pencil icon that enables you to edit its details.

Transaction Category Types

Charge Types