Using quick completion

Using quick completion

Quick completion

This function allows consultants to complete all Client Accounting including payments and receipts and also create detailed client documentation all in the one area. Consultants need to be aware that this area will only allow FULL and FINAL PAYMENTS to be made to suppliers / Creditors.

If deposit amounts need to be entered these will need to be completed in the PAY SUPPLIER area.

• Highlight the lines to pay on the top of the screen and click on the AUTOPAY button on the right side of the screen – Check that your relevant document numbers have been entered and if not you can add them at this stage by typing the numbers in the DOCUMENT NUMBER box.

If you wish to print an itinerary click on BUILD ITINERARY, or Click on REMAKE ITINERARY and arrange the lines to the correct order.

Select DOCUMENTS TO PRINT – Note: Invoice will appear if Client Detail screen reflects it has been linked to a Debtor and you may need to select lines to be Invoiced (TOP LEFT-HAND SIDE)

• Select Passengers in PASSENGER SELECTED
• Complete Receipt details under CLIENT MONEY TO BE BANKED
• Click on COMPLETE Button – This will complete all fields – Receipt and Pay Supplier all at once.
• Check Transaction Drill Down for Zero Balances

Travelog suggests only Paying Suppliers this way if tickets are issued same day as it is very easy for a consultant to forget the requirement to back-date transactions. For BSP tickets however, the date of transaction will automatically recognize the ticketing date imported from the CRS and stored within the ‘Air Booking’ pricing windows