Set up miscellaneous charges

You can create. edit, delete miscellaneous charge codes that are

• Linked directly to specific general ledger accounts.
• Used in sales orders to add charges or apply credits

You can also view a list of all miscellaneous charge codes with the general ledger account to which they are linked.

Create a miscellaneous charge

1. Go to File > Company > Miscellaneous Charge.

   

2. Click New.
3. In the Miscellaneous Charge box, type a code for the charge using up to three characters. Press the Tab key.
4. Type a longer Description.
5. In the General Ledger box, click and choose the account to which you want to link this charge. In many cases this will be a revenue account such as “Fuel Surcharge Income” or “Restocking Fees.” If you operate multiple branches, choose the G/L account associated with the main branch. The system will automatically suffix the G/L to the branch of the sales order.
6. If commissions will be paid based on these charges, type the Commission % in the box provided. When assigning the percentage keep in mind that there is no associated cost to reduce the profitability of a revenue code.
7. If the code must follow the taxability of other items on the sales order, select the Prorate Tax check box.
8. If applicable, select the Taxable check box.
9. Click Save.

Edit a miscellaneous charge

1. Go to File > Company > Miscellaneous Charge.
2. In the Miscellaneous Charge box, click and choose the one you want to edit.
3. Click Edit.

   

4. Make changes as described above, and then click Save.

View a list of miscellaneous charges and their associated GL accounts

1. Go to File > Company > Miscellaneous Charge.
2. Click Report.

   

3. On the Field Selection pop-up that appears, you can choose which fields appear. Drag the fields into the Print Order area, and then click OK.
4. On the Print Document pop-up, click View.