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How to use the custom routing options

How to use the custom routing options

28 Jun, 2021

This guide will show you how you can use the custom routing functionality for delegate charges and how each element can be changed to route charges according to preference. Using this functionality will allow you to choose which charge type is sent to the main/Event account and which will go to the delegate account.


Step-by-step guide

KxConferencing

  1. Open your event > Delegate > Edit one > Account
  2. Change the Charge routing to 'Custom Routing'
  3. Click on the Charge Routing option that is now available
  4. Ā Using the button labeled with '...' against each charge type you can modify the routing for this charge type
  5. You can then save this one you are happy


KxResidential

  1. Open your Booking > Guest > Financial > Routing
  2. Change the Charge routing to 'Custom Routing'
  3. Using the button labeled with '...' against each charge type you can modify the routing for this charge type
  4. You can then save this one you are happy


It is not possible to save these preference for use on another delegate or for use on other delegates for another event, therefore you will need to make each change for each individual delegate per event.