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    Sundry Charge

    Setup a Sundry Charge in RMS.

    Decision Tree


    Sundry Charges are incidental charges used for all charges and credits not covered by Receipts or Rates in RMS including Add Ons, Credit Notes, Commissions, Transfers, Job Maintenance, Meals, POS Lite, Refundable Charges, Rental Fees and Requirements.

    • Information
    • Setup
    • Use
    • Add Button

    Information

    Sundry Charges are incidental charges used for all charges and credits not covered by Receipts or Rates in RMS including Add Ons, Credit Notes, Commissions, Transfers, Job Maintenance, Meals, POS Lite, Refundable Charges, Rental Fees and Requirements.

    Periodic and Repeat Charges also require a Sundry Charge to be selected.



    Setup a Sundry Charge as a Favourite to add it to the quick access list of Sundry Charges.



    Enterprise customers can setup Sundry Charges for one, all or several properties.


    Users will only see properties included with their Security Profile for Sundry Setup.



    Users will require Security Profile access to the Accounting Screen to use any Sundry Charges setup in RMS.



    • Setup
    • Use
    • Add Button

    Setup

    Have your System Administrator complete the following.

    1. Go to Setup > Accounting > Sundry in RMS.
    2. Select the  Add icon.
    3. Enter a Description.
    4. Enter the Unit Price.
    5. Optional: Enter the Cost Price.
    6. Select the General Ledger Account Code.
    7. Optional: Select a Grouping.
    8. Select the Tax Type.
    9. Save.
    10. Exit.
    • Guide
    • Video
    • Use
    • Add Button

    Guide

    Go to Setup > Accounting > Sundry in RMS.

    Select the  Add icon.

    Enter a Description.

    Enter the Unit Price.

    Optional: Enter the Cost Price.

    Select the General Ledger Account Code.

    Optional: Select a Grouping.

    Select the Tax Type.

    Select 'Save' to store the changes made.

    Select 'Exit' to return to the Sundry Setup screen.

    This Sundry Charge will now be available for selection on accounts in RMS.


    • Video
    • Use
    • Add Button

    Video

    Use

    1. Open an Account in RMS.
    2. Select the 'Sundry Charge' button.
    3. Select the Sundry Charge.
    4. Enter the Quantity.
    5. Apply/Exit.


    • Guide
    • Video
    • Add Button

    Guide

    Open an Account in RMS.

    Select the 'Sundry Charge' button.

    Select the Sundry Charge.

    Enter the Quantity.

    Select 'Apply/Exit' to create the Sundry Charge on the account and return to the account view.

    The selected Sundry Charge will now be created on the account in RMS.

    • Video
    • Add Button

    Video

    Video

    Video

    Use

    1. Open an Account in RMS.
    2. Select the 'Sundry Charge' button.
    3. Select the Sundry Charge.
    4. Enter the Quantity.
    5. Apply/Exit.
    • Guide
    • Video
    • Add Button

    Guide

    Open an Account in RMS.

    Select the 'Sundry Charge' button.

    Select the Sundry Charge.

    Enter the Quantity.

    Select 'Apply/Exit' to create the Sundry Charge on the account and return to the account view.

    The selected Sundry Charge will now be created on the account in RMS.

    • Video
    • Add Button

    Video

    Video

    Use

    1. Open an Account in RMS.
    2. Select the 'Sundry Charge' button.
    3. Select the Sundry Charge.
    4. Enter the Quantity.
    5. Apply/Exit.
    • Guide
    • Video
    • Add Button

    Guide

    Open an Account in RMS.

    Select the 'Sundry Charge' button.

    Select the Sundry Charge.

    Enter the Quantity.

    Select 'Apply/Exit' to create the Sundry Charge on the account and return to the account view.

    The selected Sundry Charge will now be created on the account in RMS.

    • Video
    • Add Button

    Video

    Video

    Setup

    Have your System Administrator complete the following.

    1. Go to Setup > Accounting > Sundry in RMS.
    2. Select the  'Add' icon.
    3. Enter a Description.
    4. Enter the Unit Price.
    5. Optional: Enter the Cost Price.
    6. Select the General Ledger Account Code.
    7. Optional: Select a Grouping.
    8. Select the Tax Type.
    9. Save.
    10. Exit.
    • Guide
    • Video
    • Use
    • Add Button

    Guide

    Go to Setup > Accounting > Sundry in RMS.

    Select the  'Add' icon.

    Enter a Description.

    Enter the Unit Price.

    Optional: Enter the Cost Price.

    Select the General Ledger Account Code.

    Optional: Select a Grouping.

    Select the Tax Type.

    Select 'Save' to store the changes made.

    Select 'Exit' to return to the Sundry Setup screen.

    This Sundry Charge will now be available for selection on accounts in RMS.


    • Video
    • Use
    • Add Button

    Video

    Use

    1. Open an Account in RMS.
    2. Select the 'Sundry Charge' button.
    3. Select the Sundry Charge.
    4. Enter the Quantity.
    5. Apply/Exit.
    • Guide
    • Video
    • Add Button

    Guide

    Open an Account in RMS.

    Select the 'Sundry Charge' button.

    Select the Sundry Charge.

    Enter the Quantity.

    Select 'Apply/Exit' to create the Sundry Charge on the account and return to the account view.

    The selected Sundry Charge will now be created on the account in RMS.

    • Video
    • Add Button

    Video

    Video

    Video

    Use

    1. Open an Account in RMS.
    2. Select the 'Sundry Charge' button.
    3. Select the Sundry Charge.
    4. Enter the Quantity.
    5. Apply/Exit.
    • Guide
    • Video
    • Add Button

    Guide

    Open an Account in RMS.

    Select the 'Sundry Charge' button.

    Select the Sundry Charge.

    Enter the Quantity.

    Select 'Apply/Exit' to create the Sundry Charge on the account and return to the account view.

    The selected Sundry Charge will now be created on the account in RMS.

    • Video
    • Add Button

    Video


    Video

    Use

    1. Open an Account in RMS.
    2. Select the 'Sundry Charge' button.
    3. Select the Sundry Charge.
    4. Enter the Quantity.
    5. Apply/Exit.


    • Guide
    • Video
    • Add Button

    Guide

    Open an Account in RMS.

    Select the 'Sundry Charge' button.

    Select the Sundry Charge.

    Enter the Quantity.

    Select 'Apply/Exit' to create the Sundry Charge on the account and return to the account view.

    The selected Sundry Charge will now be created on the account in RMS.

    • Video
    • Add Button

    Video

    Video

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