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Table of Contents

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Table of Contents

Overview

Learn to delete and re-import

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excludeBanquets - Booking a New Event

 

batches in order to update information from Reserve into your Office system.

Use Case(s)

  • The billing member was changed on the event in Reserve and needs to be updated on the batch in Office.
  • Actual Attendance was greater than the Guaranteed Attendance so the total is higher and needs to be updated in Office.

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Required Permissions

  • CMA Admin Permissions

Accessing the Tool

  1. To begin, open the Office Accounting Suite. Under System click on System Settings.

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  1. Next click Partner Products then Reserve Gateway. Lastly, click Transactions.

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Re-Import Batches

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  1. Select the correct dates in the Date Range boxes and click Refresh.

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  2. Select (in blue) the event batches that need to be updated.

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  1. Click the gray trash can to remove the current data in Office.

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  1. Click Refresh on the left side of the screen.

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  2. Select (in blue) the event batches and click the Blue Down Arrow.

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  1. The new information will then import from Reserve to Office.

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Best Practices

Downloadable Guide

Delete and Re-Import Batches

Next Lesson: Settings for Event Services

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FAQs

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