General

The Electronic Account module allows issuance and settlement for travel agencies outside BSP circuit and for corporate clients.

This funcitionality allows that once reached the Credit Limit allowed, the system will inhibit ticket issuance until credit is loaded.

There are two types of Electronic Accounts:

• No BSP Travel Agencies
• Corporate Clients

In order to manage the Electronic Accounts the applicable permissions must be present in the user. The options are the following:

• List of Accounts: Allows visualization of Electronic Accounts list created in Host or allowed for an specific agency
• Queries: Allows searching for an specific account
• New Account: Allows creation of a new Electronic Account
• Credit and Debit: Allows manually loading a credit or debit amount to a Electronic Account.
• Account Management: Allows loading and modifying data for Electronic Accounts already created
• Mass Management: Allows setting commussions in all active Electronic Accounts.

List of Accounts

Filters

In order to view the List of Electronic Accounts filters can be applied to refine the search.

By default the list of ACTIVE Travel Agency accounts will be shown. However, the following filters can be selected:

The screen contains a Quick Edit section to expedite the search. The result will vary according the type of account selected:

Travel Agencies Electronic Accounts

Corporate Accounts

In both cases the action buttons are:

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Queries

An specific account can be viewed from this section by selecting Type and Office or Client depending on if it is a Travel Agency Account or Corporate Client.

Agency:

Corporate:

Once entered the desired search data the following information will display:

Travel Agency Electronic Account

Header:

Account movement section:

The Total Section shows:

Corporate Electronic Account

Header:

Account movement section:

The Total Section shows:

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Action buttons

History 

Movements and manually created actions can be checked in the Account History.

The header is repeated depending on the type of account as explained previously and adittionally historical movements are displayed:

Summary and Cut-off

A summary with an specific cut-off date can be generated. By choosing this option a summary with the movements until the selected date will be sent by e-mail and simultaneously a movement in the account with the balance until the cut-off date is generated in the account. Summary execution is irreversible.

The following warning is displayed when this option is selected

Once generated, a success message will be displayed, the summary will be sent to the selected e-mail address and a new movement line is generated in the account with the balance up to the cut-off date:

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New Account

New accounts can be created accessing this module section.

For both Agency and Corporative accounts only one account can be created by city and currency

Depending on the type of account different information must be provided:

Travel Agency Electronic Account

Corporate Electronic Account.

Action Buttons

In both types of accounts, the following buttons are displayed:

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Account Management

In the Account Managment section, the account data can be edited and/or configured.

Once the search is executed the following screen with account information is shown. The edit icon   will show those fields that can be edited.

Agency Electronic Account

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Corporate Electronic Account

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Action Buttons

Action buttons will appear depending on the type of account and status.

In case of agencies, if the account is to be inhibited 

Para el caso de Agencias, si se quiere INHABILITAR la Cuenta, primero hay que suspenderla para poder pasar a ese siguiente status.

Para activarla nuevamente, hay que realizar el camino inverso suspendiéndola primero.

	Enables a disabled Account (Only for agencies).
	Deletes an account as long as it hasn´t had any movement.
	Activates a Suspended Account
	Disables the account (Only for agencies) when is converted to BSP.
	Suspends the account inhibiting issuance. Button is shown  when account is ACTIVE or INHIBITED. (the latter only for agency).
	Redirects to Credit and Debit section. Button is shown  when account is ACTIVE or SUSPENDED.

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Credit and Debit

This section allows manually entering Credit and Debits. It is available for all Agency and Corporative accounts with status ACTIVE or SUSPENDED. 

The header is similar to search screen and below there will be shown the mandatory fields to enter a manual credit or debit:

Mass Management

This section allows to massively set commission for issuing tickets. This impacts ALL Agency and Corporate accounts with status ACTIVE.

Types of commissions will vary depending on the type of account:

Agency: Commission Free, Fixed and Max for domestic, international and domestic and international with credit card.

Corporative: Commission Free, Fixed and Max for domestic and international

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