Instructions on setting up a Sundry Charge in RMS.

Overview

A Sundry is an adhoc charge or credit that can be used for incidentals not included as part of the Rate or Receipt.

The type of Sundry selected will determine what the Sundry can be used for and if it applies to the account as a charge or a credit.

Sundry Types include Add On, Area Upgrade, Credit Note, Commission, Deferred Revenue, Expense, Transfer, Job Maintenance, Meal, POS Lite, Refundable Charge, Rental Fee, Requirement, Surcharge, Periodic Charge, and Repeat Charge.

Revenue allocation or deduction for a Sundry will be determined by the General Ledger Account Code selected on the Sundry.

A Sundry can be setup for a single property or shared between multiple properties for an Enterprise customer.

Additional Sundry options determine the behaviour and availability of a Sundry including if the Sundry should be hidden when created for 0.00, create as a single transaction for Repeat Charges, create on the Reservation Account as of today for future reservations, and if manual posting is permitted.

Stock Control is an optional feature available on the Sundry to manage inventory for a sundry item when using POS Lite with the option of also adding a barcode for use with a barcode scanner.

Tip! A Sundry Charge setup without a unit price will create as 0.00 unless a manual  amount is entered. The Cost Price is used on the Sundry Usage Report to define cost vs profit on a Sundry. A Tax Exclusive property can define the applicable taxes on the 'Tax' tab at Step 8.

Please Note! RMS is highly configurable. Some Terminology, User Access & Permissions, Images, Labels, and Functions used in these articles may differ from your setup. CLICK HERE to find out more.

Guide

In the side menu of RMS, go to Setup > Accounting > Sundry.

1. Select Add.
2. Enter a Description.
   Enter a Unit Price (Optional)
   Enter a Cost Price (Optional)
3. Select a General Ledger Account Code.
   Select a Grouping (Optional).
4. Select the Tax Type.
   Select the Sundry Type Options (Optional).
5. Select Save/Exit.
   

Tip! Select the Favourite icon to add the Sundry to the quick access list of Sundry Charges on an account.

Important! Selecting the 'Do not allow manual Sundry' option will prevent Users from posting the Sundry to accounts. This should only be used for charges needed for integrations, such as POS.

More Information

Users can generate a report from the Sundry screen, detailing all Sundries categorised by their status (Active\Inactive).

Click on the Print icon to build the detailed report.