Creating a Special Charge
Special charges are a means of attributing cost for a bill line item that does not appear in the bill entry template for an account/meter. Once special charges have been created, these one-time costs can be assigned/allocated during the bill entry process, either to the account only or to all meters associated with the account based on the usage of each meter.
To create a special charge:
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Select Accounting > Accounts. The Account Manager will be displayed.
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From the Account menu, select Editors > Special Charges. The Special Charges Editor window will open.
NOTE: Special charges are displayed by caption and unit. You can sort the lists by clicking a column heading. Sort the lists in reverse order by clicking the column heading once more. -
Click
. The Create Special Charge window will open. -
In the Caption field, enter the name of the special charge as it is intended to be displayed from the bill entry window.
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In the Help tag field, enter the "fly-over" (Tool Tip) hint for the bill entry screen. This description can assist bill entry staff in correctly identifying and applying the special charge.
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In the G/L code field, choose the G/L code from the drop-down list.
NOTE: If the appropriate G/L code does not exist, click
. The Create G/L Code window appears. Follow the instructions for Creating G/L Codes. -
Select the Commodity from the drop-down list.
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Select the Type from the drop-down list. If drop-down options do not appear, re-select the commodity and try again.
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Select the Unit from the drop-down list. If drop-down options do not appear, re-select the commodity and try again.
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After making your selections, click OK to save your changes and close the Create Special Charge window.
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Exit the Special Charges Editor window by clicking Close.
