Charge Code Configuration

Modified on: Mon, 1 Jun, 2020 at 10:18 AM

Applies to:       Rover PMS    Rover Overlay

Charge Code Configuration


For a quick overview of how to add a charge code, follow the steps below. You can also view a detailed video here. To add a charge code, first navigate to Settings > Financials > Charge Codes.


REVIEW EXISTING CHARGE CODES


Review existing charge codes to determine which charge code name/description will be added next as well as charge code naming convention at your property. To do so, navigate to Settings > Financials > Charge Codes


Please note, once a charge code has been used, it cannot be deleted*. If you open up a charge code, you can, however, toggle OFF ALLOW MANUAL POSTINGS, which will prevent the charge code from being used in the future.



CHARGE GROUPS


Determine whether a new charge group needs to be added or if existing charge groups can be used. If you choose to add a new charge group, navigate to Settings > Financials > Charge Groups > +ADD NEW.



Upon clicking +ADD NEW, you will be directed to the below page, where you can enter a NAME for your charge group.



ADD A NEW CHARGE CODE


To add a new charge code, navigate to Settings > Financials > Charge Codes > +ADD NEW.



You will then be directed to enter information into the following fields to create a charge code.



TAX SETUP


To add tax to a charge code, click the +Add Tax button underneath Tax Setup. From there, you can select a CHARGE CODE from the dropdown menu. 



You can also indicate whether the tax is Inclusive or Exclusive. Exclusive taxes will post when you complete a charge with this charge code and will be exclusive of what the charge is. For example, if you select a 6% sales tax, an Exclusive tax will post as $0.06 in tax on a $10 item. Inclusive taxes, on the other hand, are included within the total. If a guest is charged $100, they will just see this flat fee. However, in the Journal, you will see the sales tax broken out as follows: $99.40 in charges and $0.60 in sales tax.


To create a new tax transaction code, you would set this up similarly to a regular charge code, except you instead select a CHARGE GROUP of Tax and a CHARGE CODE TYPE of TAX. This will then show a few additional fields.

  1. MINIMUM AMOUNT TO CHARGE FEE: Every time this tax posts, this field ensures that at a minimum, the specified amount is charged.
  2. AMOUNT: Here you will indicate whether this tax is a dollar or percentage amount and how much that amount is.
  3. AMOUNT TYPE: This field indicates whether the tax is calculated based on he amount of adults, the amount of children, the amount of people, a flat fee, or the room.
  4. POST TYPE: You will either select STAY or NIGHT (please do not select the other post types). Post types marked as STAY indicate that after this transaction posts with this tax the first time, it won't post again; whereas, post types marked as NIGHT will post on a nightly basis.



In addition to the basic setup of taxes, you can also configure tax on tax calculation for existing charges. Tax on tax calculation is explained in this article.

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