Accounting

Add Charge Code

Create a charge code for quotes, invoices and bills.

Click Add Charge Code on the Charge Codes page to open this pop-up. Set the code, name, category and unit, link it to revenue and cost accounts, and choose how it can be billed.

Open in Info-X

The screen

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What each number means

  1. 1
    Add Charge Code

    The pop-up for creating a new charge code used on quotes, invoices and bills.

  2. 2
    Close

    Closes the pop-up without saving.

  3. 3
    Create

    Saves the new charge code.

  4. 4
    Charge Code Details

    Code, name, category, unit and description.

  5. 5
    Charge Code

    Required. The short code shown on charge lines, e.g. OFR.

  6. 6
    Charge Name

    Required. The full name, e.g. Ocean Freight.

  7. 7
    Account Charge Code

    The accounting code this charge posts under, e.g. 10021.

  8. 8
    Category

    Required. Group such as Freight, Surcharge, Terminal, Container, Trucking, Documentation, Customs or Warehouse.

  9. 9
    Unit of Measure

    How the charge is counted, e.g. Per Container, Per Shipment or Per Kg.

  10. 10
    Description

    Optional note about when to use this charge.

  11. 11
    GL Account Mapping

    Links the charge to your Chart of Accounts.

  12. 12
    Revenue Account (AR)

    Income account used when you bill this charge to a customer.

  13. 13
    Cost Account (AP)

    Expense account used when a vendor bills you for it.

  14. 14
    Billing & Tax Settings

    Switches for how the charge can be used.

  15. 15
    Revenue (AR)

    Tick if the charge can be billed to customers.

  16. 16
    Cost (AP)

    Tick if the charge can appear on vendor bills.

  17. 17
    Tax Applicable

    Tick if tax should be added to this charge.

  18. 18
    Active

    Untick to stop the charge appearing in lists without deleting it.

Hover a number to highlight its explanation. Click the screenshot to zoom.

Key areas

1

Charge Code Details

Code, name, account code, category, unit of measure and description.

2

GL Account Mapping

Revenue (AR) and cost (AP) accounts.

3

Billing & Tax Settings

Revenue, Cost, Tax Applicable and Active switches.

How to use it

  1. 1On Accounting → Charge Codes click Add Charge Code.
  2. 2Type the Charge Code and Charge Name, then pick a Category.
  3. 3Choose the Unit of Measure.
  4. 4Pick the Revenue and Cost accounts.
  5. 5Check the billing switches and click Create.

Tips

  • Map both accounts so the charge posts correctly to your profit and loss.
  • Keep codes short and familiar (OFR, THC, DOC) so staff recognise them on quotes.