We're excited to roll out a powerful update for hosts using Optima and Planet - you can now enable separate transaction tracking by payment and refund types. This enhancement brings better transparency, auditability, and accuracy to your payment records, especially for businesses in Germany integrating with Dativ accounting software.
This feature is only supported for Planet and BridgerPay PSP Integrations for customers connected to Optima 1 PMS.
Overview
Until now, all credit card payments (Visa, MasterCard, Amex) were marked together under a single "Credit Card" label, making it difficult to distinguish between payment types or refunds. With this new update, every transaction can be tagged by card type and whether it’s a payment or a refund, each with its own unique transaction ID.
This solves key issues around financial clarity, refund reconciliation, and reporting, removing the need for manual separation and reducing human error.
- Duve support the following credit card types:
- Amex
- Mastercard
- Visa
- Diners
How to Set It Up
Go to the Setup Report 320 in Optima 1 PMS and copy the transaction codes for:
- Visa Payment
- Visa Refund
- MasterCard Payment
- MasterCard Refund
- American Express Payment
- American Express Refund
Go to Settings > Connections > click on the Optima 1 connection.
- Add the distinct transaction IDs in each field:
- Visa Payment
- Visa Refund
- MasterCard Payment
- MasterCard Refund
- American Express Payment
- American Express Refund
Update the IDs in the fields and click 'Save'.
Tips for Getting the Most Out of This Feature
- Double-check your Optima & Planet configurations to ensure they're passing the correct metadata
- Use the new structured TRX IDs to simplify audits and monthly reconciliation
- Plan to phase out any manual tagging workarounds you've used previously
Comments
0 comments
Please sign in to leave a comment.