Grasp Support Team - Tip of the Month
November 2024
Tip of the Month
This month our Tip and Reports are connected! We get questions about using reports and filters that can show open and closed payment status, especially on car and hotel commissions. When running ANY report, you can filter by “Client Payment” or “Vendor Payment” and then filter to only show bookings where the payment is open or closed. When running a report, on the Filter tab, type “payment” in the first drop down and choose the filter you wish to use. Then, in the next drop down, you will select “open” or “closed”, making sure to click on the plus sign (+) to lock in your selection. This will then only show bookings where the payment is shown as open or closed on the report.
It is important to remember that graspDATA is a mirror image of your back office. If you are NOT posting client and vendor payments to the bookings in your back office, all bookings will show as open on Grasp reports.
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