- Go to the Rs Card Manager
- Click on the Level 3 tab
- On the Res Cards tab, enter the filters as follows:
- Click OK
- Click Refresh
- Add the Res Card Balance Column by clicking on Columns.
- Under 'Fields Available' on the left, find RESCARD.Balance
- Click the Right Arrow to move it to the right under 'Fields in Columns'
- Click OK
- Sort the column in descending order by holding down the Shift key and clicking on the Column heading. This will sort the column in ascending order. Do it again to sort in descending order.
Important Note:
Res Cards with a positive balance will be listed at the top, followed by any Res Cards with a zero balance and at the end of the display will be Res Cards with a negative balance. It's important to clean up Res Cards with a negative balance too.
- Save the Query by going to File > Save Query As
- Choose a Personal or Global Level and enter a name of your choosing.
- The query will be saved as a folder on the left under either Global or Personal.
- Each time you click on the folder, it runs a fresh query.
If you prefer a printed list:
- Click on Reports > Res Card Reports >Reservation Cycle Report
- Choose Sort by 'Create Date' as below, then click OK
- The right-hand column on the report will give you the un-invoiced amounts in the Res Cards in that list.
