Client Management RMR Management Recurring Line Data Entry Form Definitions
Data Entry Fields for the New Recurring Item form
Renewal – This field is used in conjunction with the following field Rate Increase (date) by the Company Rate Change program within SedonaOffice to select recurring lines which are eligible for rate increases. If your company will not be using the Company Rate Change program, information entered into this field may be used for reporting purposes. This field is optional but recommended.
Rate Increase – This field is used in conjunction with the previous field Renewal (date) by the Company Rate Change program within SedonaOffice to select recurring lines which are eligible for rate increases. If your company will not be using the Company Rate Change program, information entered into this field may be used for reporting purposes. This field is optional but recommended.
Override % – Information entered into this field is used by the Company Rate Change program. If a value is entered into this field, this will be the percentage by which this recurring line will be increased when using the Company Rate Change program. This field is optional.
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