This guide explains how to set 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.

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.
   (Optional) Enter a Unit Price.
   A Sundry Charge set up without a Unit Price is created as 0.00 unless an amount is entered when it is posted.(Optional) Enter a Cost Price.
   The Cost Price is used on the Sundry Usage Report to show cost against profit for the Sundry.
3. Select a General Ledger Account Code.
   (Optional) Select a Grouping.
4. Select the Tax Type.
   A Tax Exclusive property can define the applicable taxes on the Tax tab.
   (Optional) Select the Sundry Type Options.
   Selecting the Do not allow manual Sundry option prevents Users from posting the Sundry to accounts. Only use this option for charges needed for integrations, such as POS.
5. Select Save/Exit.
   
    

Favourite Sundries

Select the Favourite icon on a Sundry Charge to add it to the Favourite Sundries list shown when posting a Sundry Charge to an account. This list also includes frequently used Sundries, so a Sundry can appear there without being marked as a Favourite.

Print a List of Sundries

A report of all Sundries, grouped by status (Active/Inactive), can be printed from the Sundry screen. Select the Print icon to build the report.