Knowledgebase
Undistributed Surcharge Link
The Undistributed Surcharge Link is applied when you are paying an Account on a surcharge tender. The extra charge needs to be applied to an item in order for the MYOB export to balance up.
1.First, you need to create a dummy stock item as Surcharge.
2.Create a Sales Category – OTHER.
3.Create a department – OTHER and link to the Sales Category 7.
4.Create a stock item and name it as Undistributed Surcharge.
5.Go to Setup > Global Options > Sales > Link the Undistributed Surcharge Link to stock item 1413.
6.Now, suppose you bring an account customer.
7.Bring up items up to $20.00.
8.Pay it off by Account tender.
9.You want to pay a payment of the account customer by a tender with Surcharge.
10.Notice that, the $0.60 surcharge applies during the account payment.
11.So do an End of Shift.
12.Go to Accounting > End Sales Period > Proceed to end sales.
13.Go to Accounting > Sales Reconciliations.
14.Edit Sales Reconciliations.
15.The $0.60 surcharge appears in the OTHER sales Category.
16.This will be ready to export to MYOB.
In this case, it will balance up with the extra charges to be able to export to MYOB.
