This article explains how to mark a Sundry Charge as a Favourite in RMS, and why other frequently used Sundries can also appear in the Favourite Sundries list.
Overview
A Sundry is an adhoc charge or credit that can be used for incidentals, not included as part of the Rate or Receipt.
A Favourite Sundry Charge appears in the Favourite Sundries list when posting a Sundry Charge to an account, so it can be selected without searching the full Description dropdown.
Tip! Select the icon to mark as a favourite, for faster access later.
Please Note! RMS is highly configurable. Some Terminology, User Access & Permissions, Images, Labels, and Functions used in these articles may differ from your setup. CLICK HERE to find out more.
Why Sundries Not Marked as a Favourite Appear in the Favourite Sundries List
The Favourite Sundries list shown when posting a Sundry Charge to an account is made up of two groups:
- Sundries that have the Favourite icon selected in Setup > Accounting > Sundry.
- Sundries that RMS flags as frequently used, based on what has recently been posted at the property.
A Sundry can therefore appear in the Favourite Sundries list even when it is not marked as a Favourite. This is expected behaviour and is not a fault.
Please Note! Clearing the Favourite icon on a frequently used Sundry does not remove it from the Favourite Sundries list. All other Sundries remain available from the Description dropdown when posting a Sundry Charge.
Guide
In the side menu of RMS, go to Setup > Accounting > Sundry.
- Select Edit on an existing Sundry Charge.
- Select the Favourite
(star) icon.
- Select Save/Exit.
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