How to create an Agency Paying Sundry

Agency Paying sundries are sundries such as Management Fee, Advertising Fee, Postage & Petties etc. These sit on the Manager tab in the Owner account and are only paid out at the end of the month when the owner funds are disbursed.

These types of sundries are used to set up EOM charges and also any other start up kind of charges ie Photography etc

In RMS:

Before you start creating the Sundry, make sure you already have a GL Acc Code that applies to this sundry if not you will need to create one by following the instructions.  Create a GL Account Code

1.   Type Sundry in the Menu and select Setup + Accounting + Sundry

2.   Select +

3.   Type in the Description = Sundry name.

4.   Start to type in the GL Code and hit enter and it will come up with a selection of GL codes - please            note you must select from the options as this creates the link.

5.   Take note of the GST Type – this needs to be correct as you cannot go back and change it later. An            Agency Paying Sundry would generally be Full GST Applies.

6.   Select Properties and the plus symbol

7. Select the Property (Agency Name)

8. Select the > arrow and move the Property to the right hand column

9. Select the Tick and then Save and Exit

In Homhero:

1. Select Settings

2. Select Sundries. Alternatively, type Sundries into the search option area and select the resulting menu.

3. Select Sync from RMS (please wait until you get the alert saying the SYNC is completed. This will appear on the right hand side of your whole screen in the green label). 

4. As soon as the Sync is completed, refresh the section - please note this can take up to 10 mins to be available in Homhero.

5. Use the Search tool to find the Sundry

6. Save