To create an oncost group, follow the procedure below.
How to Create an Oncost Group |
| Navigate to Billing > Maintenance > Oncost Groups. The Oncost Group Maintenance screen opens. |
2. | Click Add. The Oncost Group Entry screen opens. |
3. | In the header of the Oncost Group Entry screen, key in or select the relevant options according to the requirements of the new oncost group. | Expand |
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| title | Click here to see a description of the fields that are available in the header of the Oncost Group Entry screen |
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| Name Unique name by which the oncost group is referred to. It is mandatory to key in a name in this field. Country Country to which the oncost group belongs. An oncost group can only be applied to an invoice format if the oncost group belongs to the same country as the invoice format. This field defaults to the country to which you are assigned. To assign the new oncost group to a country other than the default, select the relevant country name in this field. Type Determines if the oncost group groups pay or bill oncosts. This field defaults to Bill. If you want to create a pay oncost group instead, select Pay instead. Description Optional textual description of the oncost group. Last Invoice Date Displays the latest invoice date of an existing invoice on which this oncost group was used. When adding new validity periods to the oncost group, any new validity period must have a start date that is later than the date shown in this field. Active If ticked, the oncost group will be flagged as active and will therefore be available to apply to invoice formats as soon as the oncost group is saved. If you do not want the oncost group to be available for use until a later time, un-tick this field. |
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4. | In the Start Date From field in the Validity Dates & Linked Oncosts section of the screen, select the date on which the oncost group is to take effect. |
5. | In the End Date To field in the Validity Dates & Linked Oncosts section of the screen, select the date on which the first validity period for the oncost group is to expire. Alternatively, leave the field field blank if you want the first validity period to remain effective indefinitely. |
6. | In the Oncost list field in the Validity Dates & Linked Oncosts section of the screen, select the individual oncosts that are to be part of the oncost group for the first validity period. |
7. | Click Save. The new oncost group is created and the Oncost Group Entry screen closes. |