Sandbox Setup & Access

Step 1: Login to Sandbox

Login into sandbox (if you have access).

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

Step 1:

1. Navigate to Tools → Accounting Settings & Tools
2. Click Owner Transactions Codes