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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.


Transaction Category Types



Charge Types






Edit a Message in TransForm (b4easypost)


Remove a Message from TransForm (b4easypost)





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