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Set up a hold amount on an owner

How to setup a Hold Amount for an Owner when using Owner Accounting in RMS.

 

Overview

Hold Amounts setup on the Owner's banking details will apply to income on all Owned Areas for this Owner Profile.

✎ 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.

 

Guide

In the side menu of RMS, go to Charts > Booking Chart.

  1. Select the hyperlinked Area Description.
    Annotated screenshot of the Booking Chart in RMS highlighting an area to view its owner
     
  2. Select the Owner.
  3. Select the 'Owner' icon.
    Annotated screenshot of the Owner of Area window in RMS highlighting the owner record and the owner details icon
     
  4. Navigate to the 'Banking' tab.
  5. Select the Banking Details 
  6. Select 'Edit'.
    Annotated screenshot of the Edit Owner Banking tab in RMS highlighting the bank account record and the Edit button
     
  7. Select 'Hold Payment'.
  8. Enter the Amount to Hold from this Owner.
  9. Select 'Save/Exit'.
    Annotated screenshot of the Bank Details screen in RMS highlighting the Hold Payment option, the hold amount and the Save/Exit button

 

 

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