Appendix
Reference tables: statuses, messages and errors, permissions, settings, glossary, keyboard shortcuts and tax and ZATCA codes.
Reference
- Lead and quotation statusesEvery status, stage and lost reason of leads and quotations, what each one means and what moves a record into it.
- Permissions and default rolesEvery permission you can switch on or off for a role, what it unlocks, which default roles have it, and each role's discount limit.
- Customer, traveller, chat and offer statusesEvery status on customers, travellers, passports, messages, inbox chats, offers, points and credit, with what each one means.
- Every setting and where to change itEach agency setting by screen, with its starting value and what it changes, so you know where to look before you change anything.
- Messages the system sendsEvery WhatsApp, email and text message the system sends, to customers, to your team and about your subscription: when, to whom, and how to change or stop it.
- Error messages: what they mean and how to fix themWhere error messages appear, what to do when you see one, the 15 most common messages with their fix, and the full lists by area.
- Keyboard shortcutsEvery keyboard shortcut in the agency app, from Ctrl K search and N for new records to the keys in lists, the inbox, hotels and settings.
- Error messages: sign-in, password and two-stepEvery message you may see when you sign in, reset a password, accept an invitation or use two-step sign-in, and what to do.
- Error messages: settings, branches and teamEvery message you may see while you change settings, numbering, taxes, currencies, branches or the team, and how to fix it.
- Error messages: bookings and seatsEvery message you may see when you create, change, cancel or restore a booking, hold seats on a trip or send booking messages, and what to do.
- Error messages: payments and refundsEvery message you may see when you record payments, send payment links, confirm transfers, give refunds or connect a payment gateway.
- Error messages: invoices and credit notesEvery message you may see when you issue invoices, credit or debit notes, set up branches for tax invoices or export to accounting.
- Error messages: e-invoicing (ZATCA)Every message you may see when you set up ZATCA e-invoicing, send invoices to ZATCA or fix a rejected document, and what to do.
- Error messages: trips, hotels, documents and tasksEvery message you may see while you build trips, contract hotel rooms, move guests, upload documents or manage tasks, and the fix.
- Error messages: leads, quotations, customers and loyaltyEvery message you may see with leads, quotations, customers, imports, passports, points, credit, offers and owners, and the fix.
- Error messages customers seeMessages your customers may see in their account, on the trip page, the quotation page and the payment page, and how to help them.
- Error messages: connection, forms and generalMessages that can appear on any screen, such as connection problems, form field checks, missing records and addresses, and what to do.
- Glossary (English and Arabic)Every term the system uses, in English and Arabic as on the screen, with a one-line meaning, grouped by area.
- Account and sign-in statusesWhat each status of a person's account, their two-step sign-in, their devices and their sign-in links means.
- Tax and e-invoicing rules by countryThe currency, VAT rate, tax rules, VAT number format and e-invoicing each country starts with, and what happens when a branch is in that country.
- Agency account statusesWhat trial, active, payment overdue, suspended and cancelling mean for your agency's subscription, and what moves you between them.
- What the system does automaticallyThe work the system does by itself, every minute, every hour or after an event, and what your agency sees as a result.
- Trip statuses and state chipsEvery trip status and live state chip, what each means, what moves a trip to it and what you can still do.
- Room types, features, room states and rooming termsThe default room types and how many they sleep, room features, meal plans, the colours of rooms on a night, and contract labels.
- Task statuses, priorities and due labelsEvery label a task can show: open or done, the priorities, the due-date labels, and the words the quick-add line understands.
- Payment statusesEvery status the money screens show: booking payment states, payments and refunds, payment links, reported transfers, gateway calls, reconciliation and credit.
- Payment method kindsThe eight kinds of payment method, how each one is paid and recorded, and the starting settings of each.
- Invoice and e-invoice statusesEvery invoice kind, invoice type, invoice state, ZATCA e-invoice status and e-invoicing device status, with what each means.
- ZATCA validation and rejection codesEvery rule code the system or ZATCA can show on an e-invoice, what it means in plain words, and how to fix it.
- VAT exemption and zero-rate reason codesThe reason codes a zero rated, exempt or out of scope tax rule can carry, ZATCA's official VATEX list and the other countries' reasons.
- Tax categoriesThe four tax categories a tax rule can have (standard rate, zero rated, exempt, out of scope), their rates, reasons and how they print.
- Accounting export formats and accountsThe journal lines each document creates, the default account codes, and the columns of the generic, Xero, QuickBooks, Zoho Books and Odoo files.
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