Display Transfer History in A/R Accounts

Stay is enhanced to display the history of charges that were transferred to/from A/R accounts to other accounts (including reservations, groups, house accounts, other A/R accounts).

Users can view the transfer history in the Transfer History tab on the History section of the A/R accounts for the charges transferred for a selected date range. Based on the date range selected in the date pickers, the history of the charges transferred is displayed. When there is no history available for the selected date range, the message, No Transfer History Found, is displayed. The Transfer History tab displays the following columns:

Column	Description
Date	Displays the date when the charge transfer was initiated in an accordion. When expanded, the details of the charges transferred for that date is displayed along with the Transfer History as a hyperlink. When clicked, users can view the details of the transfer. This column can be sorted.
Direction	Displays the direction of charge transfer. When the charge is transferred from the A/R account, the direction is displayed as Out. When the charge is transferred to the A/R account, the direction is displayed as In. Users can filter records using this column. This column can be sorted.
From	Displays the source account from which the charge was transferred as a hyperlink. When clicked, users are navigated to the account. If charges are transferred from an A/R Account, the A/R account number and account name is displayed. If charges are transferred from a reservation to an A/R account, the reservation ID along with the first and last names of the guest profile associated with the reservation is displayed. If charges are transferred from a group to an A/R account, the group name is displayed. Users can search for records using this column. This column can be sorted.
To	Displays the destination account to which the charges are transferred to in the mentioned format as a hyperlink. When clicked, users are navigated to the account. Users can search records using this column. This column can be sorted.
User ID	Displays the username of the user who initiated the transfer. Users can search for records using this column. This column can be sorted.
Transfer Reason	Displays the reason entered for the transfer. This column is displayed only when the Show Transfer Reason checkbox is selected.
Charges	Displays the charge amount of the transferred item excluding tax. Users can search for records using this column. This column can be sorted.
Tax	Displays the tax amount of the transferred item. This column can be sorted.
Total	Displays the total amount of the transferred charges that are calculated as the sum of Charges and Tax. This column can be sorted.

To support this enhancement, a new tab, Transfer History, has been added to the History section of the A/R accounts that allows users to view the history of transferred charges.