How To Create Departmental Charges

1. Under Settings and Administration Click "Department".

2. Select the desired Department to add Departmental Charges.

3. Click "Edit".

4. Click the "Misc Description" field and enter the desired Misc Description to appear on the invoices.

5. Departmental charges can be added based off a percentage of the line items on the work order or by a flat rate amount.

To utilize a percentage click the "Enter Misc Percentage" field and enter the desired percentage.

6. To enter the charges as a flat rate amount, click the "Enter Max Amount" field and enter the desired maximum amount.

7. Click the "Enter Min Amount" field and enter the desired minimum amount.

If this charge is to be a set amount both fields can have the same amount entered into them.

8. Enter or search for the designated Misc Inventory account for these charges.

9. Select the account.

10. Click "OK"

11. These check boxes give options on how the departmental charge is calculated.

Rental Reoccur- reoccurring charges on all rental documents.
Taxable- ensures the misc charge is taxable.
Auto Add- adds the charge automatically to all documents opened for this department.
Calculate on - allows the misc charge to be calculated for for the designated line items only.

12. Click "Save"

13. Multiple departmental charges can be added to departments, the adding process is the same. Once added they can be found in the drop down menu for editing.