Sandbox Setup & Access

Step 1: Login to Sandbox

Login into sandbox (if you have access).

Update Rate Plans

Go to Rate plans, and update the rate for each OTA / Channel that you’re distributing this flexible amenity and add the appropriate markup.

Next you’ll want to setup the exclusion fee so we can scrape that rate off of rent before it gets shared with owners.

Enable Fee Exclusion Logic

Step 2: Enable Company Variable

Enable the Variable

• Navigate to: Tools → Company Variables Settings → Accounting
• Enable: Accounting: Enable Fee Exclusion Logic

Reference

• Streamline article: https://help.streamlinevrs.com/portal/en/kb/articles/how-do-i-create-an-exclusion-fee

Roam Vendor Account Setup

Create OTC (Owner Transaction Code)

Step 3: Create the OTC