RMS Setup Checklist

Follow the links in the list below to complete setup of a new RMS client.

Linked article	Description	Completed
Property Options	Clients details including name, address, license number, banking details etc
Accounting Setup	All trust accounting settings (should only be changed by HOMstar staff)
Field Maintenance	Setup Field Maintenance
Set up Security Profiles	Access granted to different levels of users
Initial Owner File Bank Setup	Check imported files and ensure that banking details are correct and link to EFT or cheque
Initial Setup Creditor Bank Setting and Link to Sundries	Check imported files and ensure that banking details are correct and link to EFT or cheque
Link Properties to Owners	Send Excel spreadsheet to the client to ascertain that we have correct ownership information.
Link Sundries to Creditors	Each 3rd party creditor must be linked to a sundry
Set up Payment Types	Important as this will determine the receipt types presented in both RMS and HH
Set up Travel Agents and Commissions	Link to the uplift set in HH
Set up Booking Sources	Linked in HH and RMS