When adding a New Recurring Item for a Subaccount there is a selectable box - “Show All Items”. Depending on whether that box is selected or not will provide different options when selecting the new Recurring Item.
Not Selecting “Show All Items”
If this box is not selected the only options that will be available in the Recurring Item drop-down menu will be Recurring Items that have previously been selected for the Subaccounts under that Master Account or items that have been entered in the Master Account Setup.
Once you add that new RMR Item it will be added to this list.
Selecting “Show All Items”
Selecting this box will populate all Recurring Items within Sedona Office Setup.
Master Account Setup
You can also view and add to the current list of RMR Items under the Master Account.
In the Master Account right-click on Customer Information.
Select “Edit Customer Setup”.
Select the “Master Account Setup" Tab.
Select the "Setup Services and Rates" Tab.
The “Services and Rates” Section will list the current Recurring Items that are available for selection when adding new Recurring Items to a subaccount and the “Show All Items” box is not selected.
Recurring Items can also be added directly to this section which will allow that item to be selected when adding the new Recurring Items and not selecting the “Show All Items” box.
The “RMR Summary Item” on the bottom portion of that screen will list all RMR Items that are active under the subaccounts and provides the Total Current RMR for all RMR Items.
