Administration

Introduction
The Admin zone is restricted to Users whose permissions have been set to Owner or Manager, having those options allows the following access  
Mon, 15 Nov, 2021 at 4:37 PM
My Office
Office Details This option allows updates to Office details, Branches (Multi Branch Required) Consultants and an upload facility for your office Logo ...
Mon, 15 Nov, 2021 at 4:40 PM
Financial Data Settings
Office / Branch basic financial info Essentially all of the required data in this zone is pre configured by VTO Support if the information has been prov...
Tue, 16 Nov, 2021 at 4:07 PM
Consultants
Staff Profiles Allows as much detail as you may require about your staff members to be maintained here To access the underlying details on a particu...
Mon, 15 Nov, 2021 at 4:43 PM
User Permissions
 Allows access to update the Consultant permissions On selection of a Consultant profile you can COPY the permissions for the selected Consul...
Mon, 15 Nov, 2021 at 4:44 PM
Claim Commissions
Claiming Commission How and when you claim Commission is completely up to you,  1. You can either claim commission when  there are enough funds a...
Mon, 15 Nov, 2021 at 4:45 PM
Identifiers
  Identifiers This option allows the Administrator to create Custom Identifiers (these are used to categorize Client Travel Preferences e.g. CR = Cr...
Mon, 15 Nov, 2021 at 4:46 PM
Sources
 Sources This option allows the Administrator to create Custom Sources (these are used to identify the source of new and existing bookings e.g. Advert...
Mon, 15 Nov, 2021 at 4:46 PM
Reprint Documents
  Reprint Documents this is a 3 step process, start by selecting the Year then the Month followed by the Day/Date In our example we are we ...
Tue, 16 Nov, 2021 at 4:14 PM
Payment Methods
  Payment Methods Whilst the Payment Methods in Ultimate III are editable by the Owner/Manager it IS NOT recommended, existing Payment Methods shoul...
Tue, 16 Nov, 2021 at 4:10 PM