How do I create a Levy in NebulaPMS?

A Levy can be added on NebulaPMS, this can added as an additional charge or setup to distribute from room revenue.

To add a Levy on NebulaPMS follow the below steps:

Step 1 - Create a Charge Code

1. Navigate to Settings -> Financial -> Charge Code.
   
2. Click on Add.
   
3. Code: Enter Code, maximum 6 characters.
   
4. Description: Enter the description of the charge code.
   
5. Tax Code 1: Lookup the Tax code which will apply.
   
6. Tax Code 2: Look up the Tax code for second tax. **Note if Tax code 1 and Tax Code 2 Fields are entered then tax will be extracted twice.
   
7. Charge Type: Select the Revenue department this code will be linked to.
   
8. Posting Limit: Specify the fixed amount that will be charged. For Tourism Levy input 0.00.
   
9. GL account Number: Enter the accounting system GL Number.
   
10. GL Cost Code: For Sun Export, Cost Code.
    
11. Settings: Tick the relevant fields.
    
1. Require Authorisation: When ticked the Authorization window will appear prompting the user to enter the Supervisor / Manager Username and Password before the charge can be posted.
   
2. Require Reference: When ticked the reference window will pop-up after the charge code was posted, prompting the user to type in a reference for
   transaction.
   
3. Allow posting in Forex: When ticked charge will be able to post in a foreign currency.
   
4. include in Levy: N/A
   
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 -  If this is set then the charge code will NOT be available when doing a manual posting.
   

      12. Click on Save.

Step 2 - Create Levy

1. Navigate to Settings -> Reservation -> Booking -> Levy.
2. Click on Add.
   
3. Code: Enter Code, maximum 10 characters.
   
4. Description: Enter the description of the levy.
   
5. Charge Code: Select the charge code created.
   
6. Levy % (NET): Specify the levy amount. If it is an amount and not a %, set as 0.00.
   
7. Additional Charge: Tick if add on Levy.
   
8. Click on Save.
   

Step 3 - Add Levy to Rate Code

1. Navigate to Settings -> Rates -> Rate Code.
   
2. Select the Rate code where the levy will apply to.
   
3. Click on Services and Levies button.
   
4. Click on Add.
   
5. Select the Levy which was created.
   
6. Select the Room type it will apply to, leave blank if applies to all Room types.
   
7. Enter Levy amounts - Unit or Adult and/or Child Rates. The percentage will apply as per what was specified when the levy was created, it cannot be overridden.
   
8. Do the above steps to all rate codes where the levy will apply.
   

Please Note

1. If there are multi properties located in different countries, it is recommended to apply the levy to each Room type so that the levy will only be applied to the specified property.
   
2. The add on levy will be added to the rate amount when making a reservation. This will be posted on the guests invoice during end of day.
   
3. If the levy is included in the rate, during the end of day process the levy will distribute the amount off room revenue. This will not be posted to the guest invoice but will take place on the distribution account and reduce room revenue amount.
   

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