What is the Update Financial Settings Button?
Any user who is set up as a Company Owner or an Admin User in Gather has the ability to Update Financial Settings in a booking's financials. Anytime financial settings are updated or new menu categories are created in the location settings, existing bookings do not automatically apply these changes. These existing bookings will need the financial settings to be updated if you'd like them to reflect the latest financial default settings.
Follow the steps below to update the Financial Location Settings on an individual booking:
1. After updating your Location Financial Settings, navigate to any existing booking that needs to be updated with these changes.
2. Click on the Financials tab of the booking.
3. As a Company Owner or Admin User, you will see an orange 'Update Financial Settings' button in the right-hand corner.
4. Click on this button and type out the word 'Sync' to confirm you would like to update the booking's financials to reflect the current location financial defaults and click the red 'Sync' button.