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Set up a manager surcharge on a third-party charge

Steps to add a Manager Surcharge to a Third Party Charge in RMS.

 

Overview

A Manager Surcharge refers to an additional fee applied by a business or Property manager, to cover specific costs or administrative overhead.

It is a type of surcharge - an extra charge added on top of the standard price of goods or services.

Tip! The features outlined in this article are available for Properties using the Owner Accounting and\or Trust Accounting modules.

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 Setup > Accounting > Sundry.

  1. Select 'Edit' on an existing Third Party Charge.
    RMS Sundry setup list showing multiple Sundry Charge records with one Third Party Charge highlighted and the Edit option selected to open its configuration.
     
  2. Navigate to the Owner Accounting tab.
  3. Select the option 'Pay 3rd Party From Owner Account'.
  4. Select the required Manager Surcharge.
  5. Select the Surcharge Amount or Percentage.
  6. Select 'Save/Exit'.
    RMS Sundry setup window on the Owner Accounting tab for a Third Party Charge, showing the “Pay 3rd Party From Owner Account” option ticked, a Manager Surcharge selected from a dropdown, a Surcharge Amount or Percentage entered, and the Save/Exit button highlighted to apply the surcharge settings.

 

 

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