Logging on to Agilysys Versa

Single Sign-On (SSO)

Local Account Login

Logging on to Versa with Machine Names

Adding Event Details to Diary

Notes

Sync Reservation and Booking Tasks to Microsoft Planner

Checking In Guests

Performing Post Actions

Refunding Deposits

Checking Out Guests

Checking Out Guests in Batches

Room Sections

Guest Actions

Checking House Status

Room Rack

Transportation

Guest Services

Generating Room Keys in Batches

Generating Shift Reports

Scheduled Room Moves

Searching for Reservations

Creating Reservation Inquiries

Creating New Reservations

Creating Multi Property Reservations

Viewing and Modifying Reservations

Checking Room Availability and Room Rates

Viewing Room Chart

Viewing Transaction Logs

Uploading Guest Details for Reservation

Assigning Rooms on Priority

Manage Reservation Inquiries

Guests Search

Creating Guest Records

Viewing and Modifying Guest Records

Blocking Guests

Housekeepers Assignment

Lost and Found

Housekeeping Snapshot

Creating Workorders

Setting Up Parts Maintenance

Creating Vendors for Maintenance

Setting Up Preventative Maintenance

Setting Up Maintenance Equipment

Retail Items

Retail Transactions

Create Group Accounts

Create Bookings

View and Modify Bookings

Attaching Reservations to Bookings

Parent-Child Bookings

Travel Agency Commission

Creating Contacts

Checking Room Availability

Creating Sales Calls

Accounts Receivable

Customer Maintenance

A/R Trace Maintenance

Credit Card Payment

Payment Maintenance

Disputed Transactions

Transaction Maintenance

Invoices

View Invoices

View Customer Transactions

Applying Credits or Charges

Membership Setup

Club Membership Accounts Creation

BACS/EFT Recreate Files and Report

Club Dues and Fees Processing

Wait List Maintenance

Member Usage

Member Verification

Credit Card Payments for Specific Transactions

EFT Settlement Process

Closing Expired Accounts

Retroactive Dues/Charges

Credit Card Payments to Adjust Account Balance

Member Message

Before Z Out

Z Out

After Z Out

Manual Night Audit

Creating Template

Performing Emergency Z Out

Setting Up Night Audit

PMS Ledger

Auto Night Audit

Overview

Rooms

General

Front Office

Sales

Transportation Maintenance

Guest Services

Setting Up Daily Restrictions

Creating Tariffs

Creating Tariff Groups

Defining Per Person Increment

Defining Room and Yield Rates

Creating Package Plans

Creating Package Components

Creating Package Classes

Creating Component Categories

Configuring Package Settings

Setting Up Users

Setting Up Roles

Providing Class Access

System Passcode

Sales Manager Equivalency

Creating Distribution Lists

Creating Templates

Events

Designing Custom Forms

Combining Guest Records

Account Number Conversion

Close Range of Booking

Combining Accounts

Creating Staff Reader Board Notes

Code Setup

Retail Setup

Quick Sale Setup

Commission Template

Discount Configuration

Category Linking

Vendor Setup

Payment Manager

Setting Up Commissions

Freeze Inventory

Updating Manual Inventory

Setting Up Property Information

Configuring Notifications

Configuring Stay Defaults

Configuring Legends

Defining Deposit/Cancellation Policies

Configuring Other System Switches/Defaults

Configuring Room and Housekeeping Defaults

Configuring Default Folios and Post Types

Configuring Online Reservation Settings

Configuring Pet Policies

Configuring Group Defaults

Job Scheduler

Setting Up Daily Sales Budget

Setting Up Monthly Rooms Budget

Setting Up Managers Budget

Sleeping Room Component

Comment Template

Booking Template

Creating Folio Templates

Creating Maintenance Categories

Creating Maintenance Parts Categories

Creating Maintenance Parts Inventory Locations

Creating Equipment Locations

Setting Up Preventative Maintenance Defaults

Creating Housekeeping Sections

Creating Housekeeping Periods

Creating Housekeeper Seniority Codes

Creating Custom Housekeeping Service Setup

Creating Custom Housekeeping Schedules

Creating Dial In Codes

Setting Up Housekeeping Types

Setting Up Housekeeping Fee

Configuring Storage Rooms

Housekeeping and Maintenance Staff Creation

Multi Property

Jaspersoft Reports

Out of Order Rooms

Unassigned Room Report

Discrepancies

Current OOO Aging

Guest Type and Room Type Breakdown by Date

Birthday List

Adjustments

Posting By

Guest Ledger Balance Including Reservations

Cash Paying Guest

Transferred Rooms

Special Requests/Comments

Guest Count on the Books

Exceeded Credit Limit

Room Conditions Report

Revenue by Post Type

Assigned Rooms

Summary Cancellations Report

Summary Cancellations by Room Number Report

In House Special Request

Special Request Arrivals

Checked out with Balance Report

Corrections

All Transactions

Folio Balances

Inhouse License Plate

Weekly Business

Guest/Stay Tasks Report

Guest Message

Guest Preference

Previous Stay Information

Stay Over

Posting Allocation

7 Day Flash Report

Posting Transferred Report

Guests Exceeding Max Nights

Room Number History

Departures

Walk-Ins

Derivative Rates Report

Code Setup Report

Property Status

31 Day Market Analysis with Unlimited Days

Guest List

Turndown Report

Daily Market Code Analysis

31 Day Market Analysis

Late Check Out Report

Comp Room Count

Tariff Yield Report

Current Day Flash

Ten Day on the Books Report

Comp Room

Rooms on the Books

Time Travel Flash

Credit Card Swipe Verification Report

Soft Check in/Check out Report

Room Scan

Cash Summary Report

Screen View Data Log

Tax Exempt Report

Sold-Out Room Type

Stays record by Segment

Stays by Origin and Guest Type

Deny/Lost Reservations

No Shows

Reservations by State

Revenue Analysis by Reservationist

Possible Reservation Duplicate

Back to Back Reservation

Guest on Waiting List

Walked Guest

Reservations on the Books

Guest Request Summary Arrival

Arrivals Reports Detailed and Summary

Detail Arrivals by Area Code

Resv Ent/Chg/Cxl

Detail Cancellations

Weekly Forecast Report

Room Rate Setup

Summary Graph Report

Forecast Revenue Summary

Summary Arrivals by Area Code

Expanded Detail Arrivals

VIP Reports Summary And Detail

Arrivals Guest Card

Airport Travel Report

Registration Card

Users Recurring Checklists

Recurring Checklists

Inhouse Guest Complaints

Today's Due Out and Check Out Folios

Daily Flash

Early Departure

Family Tracking Report

Reservations With Pets Report

Rev/Occ by Guest Type

Rev/Occ by Origin

Rev/Occ by Room Type

Rev/Occ by Segment1

Rev/Occ by Segment2

Rev/Occ by Tariff

Reservations Postings Detail Activity Report

Rev/Occ by Plan

Shift Drop Log

Shift Report

Top Guests

Restrictions

Account Listing

Anticipated Folio Balance

Check Issued Register Report

Cutoff

Group Activity Report

Group Arrival

Group In-House Summary

Groups In-House Detail Report

Group Room Pickup Analysis

Group Productivity

Group Resume

Group Waiting List

Inhouse Travel Agent Stays

Outstanding Commissions

Paid Travel Agent Checks Report

Rooms Sold Pace

Sales Call

Social Pickup Report

Task Report

Top 10 Travel Agents

Travel Agent List

Travel Agent Statistics

Void Travel Agent Checks Report

Department Revenue

Rooms

All Deposits Summary

Closing Balance Report

Today's Check-Ins with Deposits

Deposits Balance

Deposit Balance Report with Payment

Stay Total Report by Post Type

Forecast Revenue by State/Country

Projected Revenue

Room Income

Deposit Transaction List

Post Scan

Recurring Postings

Room Rate Report

Cancelled Deposit List

Overdue Deposits

All Deposits Detail

Deposit Returned

Components And Charges Forecast

Current Day Housekeeping Status

Projected Linen Requirements

Lost and Found

Turndown Report

Housekeeper Projected Points Report

Turndown Sections Report

Housekeeping Sheet

Print All Sheets

Turnaround Report

Priority Sheet

Custom Section

Summary

Customers with Discount

Customer Label

Credit Card Processing

Aging Report

AR Trace Maintenance Report

Payment History Analysis

Statements with Date Range Detail

Customer Listing

Payment History Report

Applied Credits Report

Credit Limit

Unapplied Credit/Payment Report

Invoice Aging Report

Invoice Report

A/R Deleted Invoice Report

A/R Uninvoiced Transaction Report

A/R Transaction Report

Frequent Flyer

Revenue by Driver

Destination Travel

Revenue by Destination

Revenue by Booking

Trip Confirmation

Driver Trip

Maintenance Staff Report

Maintenance Vendor Report

Maintenance Parts Listing Report

Maintenance Parts Listing by Vendor

Parts Inventory Report

Maintenance Equipment Report

Maintenance Parts Used Summary

Maintenance Parts Used Detail

Parts Needed by Staff Report

Parts Forecast Report

Preventative Maintenance Setup Report

Work Orders

In-House Summary

In-House Detail

Package Arrival Detail

Package Arrival Summary

Package Discounts

Package Discount Analysis

Guest Meal Projection Report Detail

Guest Meal Projection Report Summary

Package Group Members

Package Plan Posting Details

7 Day Group Attendee Package

Package by Entry/Arrival Date

Package Breakdown

Projected Package Revenue

Package and Tariff Change Report

Comp Posting

Authorizer List

Comp Error

Comp Issue

Comp Redemption

Comp Void

Accrual/Earn Points

Returned Items

Inventory Summary

Inventory Detail

Inventory Wash

Inventory Audit Trail

Sale by Discount Type

Sale by Subcategory

Sale by Category

Sale by Item

Correct/Void

Shift

Transaction

Revenue Summary

Top Spenders

Transaction Detail

Tax Exempt Sales

Sales Mix

Inventory Report

Inventory Pickup/Delivery Report

Commission Report

Gratuity Report

Service Charge Report

Staff Member Summary Report

Transaction Extract

User ID List

Security Access Log

Security Breakpoint

User Names

User Name by Roles

Gift Card Redeem

Gift Card Issued

Reservation Activity

Activities by Itinerary

Guest Activities by Date

Query Builder

Entities

Columns

Conditions

Saving and Using Queries

Using Custom Queries