Enter a Description which is descriptive of the charge. It is this description which appears on client accounts and statements. In the case of 3rd Party Charges we suggest you make this the maintenance companies name that you will associate under step 6.
2. You may enter a sell Price Level 1
If the price is constant enter the price here. If the price is variable, leave the field blank and enter the appropriate price when placing the charge on an account.
3. Associate a GL Code
Used for reporting purposes, the GL Code associated is where the income will appear on revenue reports.
4. Select the appropriate Tax Type
Select the Tax type to apply. If you are unsure please seek advice from your accountant.
5. Associate a Property:
If the sundry can be used for all properties leave the default ALL
If the sundry can only be used at 1 property, select the property name from the drop down selection.
6. Under the Owner Accounting heading, tick the option Select 3rd Party Client, then using the drop down box below choose the 3rd party you wish to associate.
By associating a 3rd party each time you apply this charge to an owners Adhoc account the system will automatically give the money to this 3rd Party.
7. Click once on Save/Next to enter further Sundries. Click once on Save/Exit when complete.
