Additional Charges or Credits (This comes across as bulk charges on the booking account – No breakdown of specifics) – This means on live day you need to separate
Payments (Payments can only be brought over when there is an amount overdue since we need to use the Payment Arrears Report)
Phone & Fax Numbers
Car Rego Numbers
Specific Items that cannot be imported:
Additional Charges or Credits on bookings all come across as bulk charges on the booking account – No breakdown of specifics- This means on live day you need to separate. Please ensure you are prepared to do this.
All previous bookings before the NewBook live start date will have no billing and no financials. Trust must be disbursed in your old system the day before you go live as NewBook does not bring through old financial data, NewBook will start at Zero.
Payments can only be brought over if they have been paid in full. We know there are 3 types of payments in YesBookIt- Called deposit, Called balance & Hold deposit. It is these that must be paid in full for them to be imported.