Show withheld amounts on owner statements
When running EOM in trust accounting RMS9+, there is a stage when I have to print all the statements then check that they are right before proceeding. The statements that are created for checking don't display the amount to be withheld. This is fundamentally wrong and false and misleading and needs to be fixed now.
Thank you.
Peter Toby
shared this idea
Thank you for your suggestion on a way we can improve RMS.
Owner Statements will display the Amount Withheld after Pay Owner has been completed during End of Month. Prior to completing Pay Owner there is no information to be reported on the Owner Statement.
To preview the Amount to be Withheld prior to completing Pay Owner, this amount will be displayed on the Pay Owner screen.
For more information on End of Month in RMS, please see the below Help Centre articles.
https://helpcentre.rmscloud.com/owner-accounting-eom
Kind Regards,
RMS Product Development