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The Revenue Code tab is where A/R Revenue Codes are created and need to be established before creating the A/R Revenue Categories. The codes refer to the invoicing defaults and the G/L accounts and relate to a line item on an A/R invoice. The code, amount, description and G/L are defaulted, but can be overwritten at the time of creating the invoice. The codes will be selected when creating the Revenue Categories settings.
The Code Amount field is used to apply a re-occurring optional default amount, which is applied in the invoice process.
The Revenue Code tab has the following options:
•Add
•Edit
Use the following steps to add a revenue code:
1. Click on the System tab, click Settings, and select Accounts Receivable.
2. Click on the Revenue Code tab.
3. Click on the Edit button to make fields available.
4. Click on the Add New button.
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5. In the new line, under the Code column, enter a unique, two (2) character maximum, numeric code between 1 and 99.
6. If applicable, enter an Amount.
7. Enter a Description.
8. If applicable, enter a G/L or click on the Search icon to search for a G/L Account.
Note: Refer to How to use G/L Search Wizard for more information on how to use this feature.
Click on the Delete icon to remove a line in the grid.
9. Enter a note in the New Note field.
Note: Notes entered in this field will be saved and may be viewed in the Notes History section and are read-only.
10. Click on the Save button to confirm the new bank code(s) or click on the Undo button to remove all input information and reset the fields to their default values.
Use the following steps to edit a revenue code:
1. Click on the System tab, click Settings, and select Accounts Receivable.
2. Click on the Revenue Code tab.
3. Click on the Edit button to make fields available.
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4. If applicable, enter or update the Code and/or Description for any line items. The Code field will be unavailable to change if it is in current use within the application.
5. If applicable, enter or update the G/L for any line items or click on the Search icon to search for a G/L Account.
Note: Refer to How to use G/L Search Wizard for more information on how to use this feature.
Click on the Delete icon to remove a line in the grid.
6. Enter a note in the New Note field.
Note: Notes entered in this field will be saved and may be viewed in the Notes History section and are read-only.
7. Click on the Save button to confirm the changes, or click on the Undo button to remove all input information and reset the fields to their default values.