All invoices and credit notes done are grouped into specific categories and types.
Categories are split into the following fields:
Types are split into two types:
A commission type is used to describe the service for which the commission is generated.
Commission Types are setup as follows:
Setup, Company Tables,
Click on to create a new Commission Type.
Click on to open an existing Commission Type.
Click on to delete and existing Commission Type.
Click on to search through the existing list of Commission Types.
Click on to close the Commission Types screen.
When selecting “New” or “Open” the following screen will appear to edit/change/complete:
|Key||Enter a unique reference for the commission type you are creating (May be alphanumeric)|
|Description||Enter a short, meaningful description of the commission type|
|Category||Select the category that best suit the commission type|
|Sub Category||Enter the default Sub Category type|
|Default Type||Enter the default type.
Note: This may change whilst capturing invoices
|Default Comm%||Enter the default commission percentage that you will get on this commission type|
|Default Vat||Select which Vat type will be applicable|
|Commission Income/Charges Allocation||Enter the General Ledger Code for the Commission Type|
|XP Fees||Enter the General Ledger Code for the XP fees that may be charged to this Commission Type|
|Output Vat||Enter the General Ledger Code for the output Vat|
|Turnover||(Optional) Enter the General Ledger Code for the Turnover|
|Contra Turnover||(Optional) Enter the General Ledger Code for the Contra Turnover|