How to Create and Edit Revenue Codes:
1. At the top of the screen, on the right side of the screen, click on the Gear Icon:
2. Select Financial Setup:
3. Choose Create and Edit Revue Codes:
4. You can either select an existing record or create a new one by clicking on the pen icon:
5. If you need to create a new record, click on New Entry and follow the steps:
- Make sure the Toggles is Actived and Allow Rounding are ON
- From the Drop-dowm Menu select a Revenue Code
- Enter the Proposal Name
- Choose a Parent Department
- In the Legacy box: enter a Short and Category Name:
Reporting Sequence:
Company Revenue: The option of deciding where you would want the category revenue included on certain specific financial pages of the proposal. It can be included as part of Company Revenue, Other Revenue, or after a Grand Total has been calculated.
Non-Company Revenue: The option of deciding where you would want the category revenue included on certain specific financial pages of the proposal. It can be included as part of Company Revenue, Other Revenue, or after a Grand Total has been calculated.
Outside Taxes: The option of deciding where you would want the category revenue included on certain specific financial pages of the proposal. It can be included as part of Company Revenue, Other Revenue, or after a Grand Total has been calculated.
Add-On Charges:
Allow Gratuity For This Event Type: Check this box if you allow a “Gratuity Charge” for this type of event. This links to “Revenue Categories.”
Allow Service Charge For This Event Type: Check this box if you allow a “Service Charge” for this type of event. This links to “Revenue Categories.”
Allow Commissions For This Event Type: Check this box if you allow a “Commissions” for this type of event. This links to “Revenue Categories.”
Allow Damage Waiver For This Event Type: Check this box if you allow a “Damage Waiver” for this type of event. This links to “Revenue Categories.”
Allow Fuel Surcharge For This Event Type: Check this box if you allow a “Fuel Surcharge” for this type of event. This links to “Revenue Categories.”
Commissions Setup:
Categories: Select the category from the dropdown menu.
Method: Select the menu from the dropdown menu.
Report Sequence: Enter the sequence for which you want to the Commissions to appear on the reports.
Add´l Description:
You can add an additional description for the Revenue Code