Third Party sundries are creditors that either the owners or the business owe money to for a service they have completed ie cleaners. Third party sundries need to have a third party client account attached to them. Make sure that if your creditor does not claim GST that you change the GST setting in the sundry.
These sundries should NOT be used in set up Packages in Homhero.
Click on the two people icon or Type in Client Search in the menu search and choose Reservations + Client Search then use + Add button on the right hand side
1. Enter company name as well as contact first name and surname (A surname must be entered even if it is the same as the Groupname - this is because it is the surname that attaches to the Sundry)
2. Enter email address NOTE: This is very important as statements will be emailed to this address
3. Enter address details (optional)
4. Enter Mobile Number (optional)
5. Ensure that you set the client type to Third Party
6. Select the agency name under Property
7. Select Save
8. Select Banking Tab
9. Enter their banking details - you only require the Account name, BSB and Account number (the rest is optional). Please make sure that the BSB populates with a hyphen ie 123-456.
10. Mark for EFTPOS
Please note - although there is provision here for withholding funds - you can only withhold funds from an owner - not a creditor. There is also a provision for BPAY but this does not currently work. If you want to use BPAY to pay your creditors, select cheque in RMS and then pay the BPAY the creditor manually in your Banking Software
11. Save and Exit
Next - Step 2 - How to Create a 3rd Party Sundry (Creditor)
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