Managing your RMS Connection with HOMHERO

Owner Details

• Owner Bank Details

Change of Ownership

• Change the Owner of a Property in Homhero
• Change of Ownership

RMS Workspace

• RMS Booking Chart Settings
• Booking Chart Navigation
• Reservation Search
• Menu Search
• Training Database

Third Party Clients (Creditors)

• Re-print a 3rd Party/Creditor statement
• STEP 1. Create a 3rd Party Client (Creditor)
• STEP 2. Create a GL Account Code for a 3rd Party Client (Creditor)
• STEP 3. Create a Sundry and attach GL Code and 3rd Party Client (Creditor)
• STEP 4. Connect RMS Sundry to Third-Party Client in HomHero

Create a New Property from Scratch - RMS

• STEP 1. Create a GL Code for a Property in RMS
• STEP 2. Create a new Category / Room Type /Area in RMS
• STEP 3. Add an Area in RMS
• STEP 4. Create and Attach an Owner
• STEP 5. Create End of Month Expenses
• STEP 6. Create a Tariff/Rates Table

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Complete property setup in HOMhero

• Set Account ID (or Acc No) in Homhero
• STEP 6. Complete the Property Management information
• Uploading Listing Images
• STEP 1. Add Master Category List
• STEP 2. Add Master Features List
• STEP 3. Complete property details

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Inactivate (De-List) a Property

• Deactivate a Property

Reservations

• How to Cancel a Booking
• Move Cancelled Booking Credit to Guest Account - RMS
• Set up a long term reservation with repeat charges

RMS Reports

• Bonds Held Report
• Booking Ledger (statement)
• Owner Ledger (statement)

Trust Account

• End of Month Disbursement Procedure
• Refunding a Bond
• Pay Individual Owner - One-off payment
• Bank Reconciliation
• Process a Refund to a Guest
• Receipting a Bond

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