How to add a charge code on NebulaPMS?

How to add a charge code on NebulaPMS?

To add a charge code on NebulaPMS, please follow the below steps:

Steps:
  1. Navigate to Settings -> Front Office -> Charge Code
  2. Click on Add
  3. Complete the applicable fields:
    1. General
      1. Code: Enter applicable code. No more than 6 characters. Do not use special characters (*!@#$^&) or spaces.
      2. Description: Type in the description of the charge code.
      3. Tax Code 1 and 2: Select the applicable Tax code from the list. Only use the second Tax code if it is applicable to your country's tax rules
      4. Charge Type: All charge codes built have to be linked to a Revenue Department Grouping
      5. Posting Limit: Zero = None. Limit can be placed on the payment amount for a payment code, when a transaction exceeded this amount the system will automatically prompt for Manager Credentials if Supervisor right is not assigned to logged in user. This limit will be carried over on to the guest folio when the folio’s method of payment is selected.
      6. GL Account Number: Accounting System Number
      7. GL Cost Code: Sun Export Costing Code
    2. Settings
      1. Require Authorization: When ticked the Authorization window will appear prompting the user to enter the Supervisor / Manager Credentials before the charge can be posted, if the user does not have applicable supervisor right.
      2. Require Reference: When ticked the reference field will be a required field to complete when the charge code is posted.
      3. Allow Posting in Forex: When ticked charge will be able to post in a foreign currency
      4. Include in Levy: This refers to Levies raised in Zambia and explained in another FAQ
      5. Paid Out: This tick should be activated for Paid Outs; it will reduce the amount of “Cash” to bank on the employee banking report
      6. Don't Print Reference: Reference not to appear on guest invoice
      7. Distribution Only: POS outlets created as charge codes where other charge codes will distribute from interface transactions. If this is set then the department code will NOT be available when doing a manual posting
    3. Select Save


Other Information:
  1. Additional Fields on Charge Code Screen:
    1. Edit - Change an existing charge code
    2. Property Tax Codes - applicable if NebulaPMS is a multi property account and different tax rules are applied, set these here, per charge code. Otherwise NebulaPMS will use the Tax code on the charge code itself.
    3. Property Charge Routing -  Only used if Property settings have Master Invoice setting applied
    4. Delete - Delete charge code. Not Recommended to delete within current financial year. If you no longer wish users to use the charge code, edit and tick Distribution Only
    5. Restrictions - If this charge code is not to be used by certain properties, tick the applicable property
    6. Print - Export List of Charge codes

    • Related Articles

    • How do I add a Debtor Posting Code in NebulaPMS?

      To Create a Debtors Posting Code follow the below steps: 1. Debtors Posting Codes Navigate to Settings -> Debtors -> Debtors Posting Codes or Debtors -> Debtors Posting Codes. Click on Add. Code: Enter an alphanumerical code of your choice - maximum ...

    • How to add a Charge Code in Apex

      To Add a Charge code follow the below steps: 1. Charge Codes Navigate to Administration -> Front Office Codes -> Charge Codes. Click on the Add button  Enter the Code, for example, CURI, the Charge Code must not be spaced or have any special ...

    • How do I Create a Debtors Posting Code in Apex?

      To Create a Debtors Posting Code follow the below steps: 1. Debtors Posting Code Navigate to Administration -> AR Codes -> Debtors Posting Codes. Click on Add. Code: Enter an alphanumerical code of your choice - maximum 4 characters. ...

    • How to add Payment code in NebulaPMS?

      To add a payment code on NebulaPMS, please follow the below steps: Steps: Navigate to Settings -> Front Office -> Payment Code Click on Add Complete the applicable fields: General Code: Enter applicable code. No more than 6 characters. Do not use ...

    • How do I change a Charge Code's revenue grouping in Apex?

      In order to change the Charge Code revenue grouping the below steps need to be followed: 1. Charge Codes Changing the Charge Code revenue groupings will mostly affect the placement of the codes on the Front Office Revenue Report. Navigate to ...