Setting Up Miscellaneous Codes

On the Miscellaneous Codes form, specify this information in the header area:

Misc Code: Specify a unique alphanumeric code to represent a particular type of expense that is charged to a SRO.
Description: Specify an explanation of what the miscellaneous code represents. This description is used by default when selecting a miscellaneous code on a form that also has a Description field.
Active: This field is selected by default. To deactivate an miscellaneous code, clear the Active check box. Deactivated codes are not displayed in drop-down lists on all applicable forms.

Specify this information on the General tab:

Project Cost Code: Select a project cost code. These codes are used to group project costs into labor, material, or other classes. The codes define which general ledger accounts are debited with specific project expenses. Use the codes to define whether overhead and G & A expenses and revenue should be calculated as a percentage of the costs.
Cost: Specify the default cost for the code. This cost is used when entering miscellaneous transactions against a SRO.
Price: Specify the default price for the code. This price is used when entering miscellaneous transactions against a SRO.
Miscellaneous: Select the general ledger accounts to associate with the particular SRO miscellaneous expense.
Sales Discount: Select the general ledger accounts for any sales discount associated with the miscellaneous code.
Revenue: Select the general ledger accounts for posting of revenue.

Specify this information on the Tax tab:

Tax Code: Select the tax code that represents how the sales tax is calculated. Selections are set up and maintained through the Tax Codes form.

Save the record.