Managing your RMS Connection with Homhero

Owner Details

• How to create a shared ownership in RMS
• Withhold Payment from an Owner
• Owner Bank Details

Change of Ownership

• Sync 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)

• How to create a 3rd Party Sundry to use after the booking has departed and for use on the Extras Tab Only
• Paying 3rd Parties During the Month
• Re-print a 3rd Party/Creditor statement
• Step 1 - How to create a 3rd Party Client Contact (Creditor)
• Create a GL Account Code
• Step 2 - How to create a 3rd Party Sundry (Creditor)

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Create a New Property from Scratch - RMS

• Creating an Interconnecting Property
• STEP 1. Create a new Owner in RMS
• STEP 2. Create a GL Code for a new Property in RMS
• STEP 3. Create a new Room Type / Category in RMS
• STEP 4. Create an Area in RMS
• STEP 5. Attach an Owner to a Property in RMS

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Complete property setup in Homhero

• STEP 1. Add Master Category List
• STEP 2. Add Master Features List
• STEP 3. Complete property details
• STEP 4. Upload and Edit Images
• STEP 5. Room and Bathroom Configuration
• STEP 6. Complete the Property Management information

Property Management

• How to change the name of a Property
• How to deactivate an Area/Property

Reservations

• How to void an Invoice in RMS
• Find a reservation by it ref no/id from a previous system - Legacy ID
• How to create a Maintenance Block in RMS
• 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

• General Transfers split into Agent Commission at EOM
• Forecast Management Income Report
• Refund A Bond
• Move Funds From Accom Tab to the Extras Tab
• Daily Bank Reconciliation with new RMS feature turned on Part 2
• Daily Bank Reconciliation with new RMS feature turned on Part 1

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