Adding a Surcharge to a 3rd Party Creditor's Invoice

STEP 1 - Create a GL Account Code for a Surcharge

Setup + Accounting + GL Account Codes and Select "+"
Alternatively, type GL Acc... into the menu search area and select the resulting menu

Enter the GL Code and Description + Save/Exit

STEP 2 - Create a Surcharge Sundry

Type Sundry in the Menu and select Setup + Accounting + Sundry + Select

Select +

Type in the Description = Surcharge

Start to type in the GL Code and hit enter and it will come up with a selection of GL codes - please            note you must select from the options as this creates the link.

Take note of the GST Type – this needs to be correct as you cannot go back and change it after it's            been used

Select Surcharge 

STEP 3 - Create a 3rd Part Creditor with a Surcharge

Type Sundry in the Menu and select Setup + Accounting + Sundry + Select

Select +

Type in the Description = Creditor Name

Start to type in the GL Code and hit enter and it will come up with a selection of GL codes - please            note you must select from the options as this creates the link.

Take note of the GST Type – this needs to be correct as you cannot go back and change it after it's            been used

1. Select Owner Accounting
2. Select 3rd Party Client
3. Select Pay 3rd Party From Owner Account/Reservation Account
4. Select the Surcharge Sundry Created in STEP 2
5. Select Percentage of Surcharge
6. Save and Exit