Mass Charge Raising

Record adjustment to a customer account via mass upload and queue them for next invoice generation in the system. This involves populating an upload template with details including charge type, description and amounts.

Navigation

1. From the homepage, go to Finance module.

2. Navigate to the Accounts Receivable and Mass Charge Raising.

Guide

1. Click the Create New button.

2. Select the Business Entity from the list.

3. Select the Charge Raising Date and input the Description.

4. Create the Charge Raising Item:

a. Manual Add

• Click the Add Charge Raising Item button.
•  Search the Customer Account by clicking the Search button.
• Set the Charge Item: 
  • Item Type
  • Charge Type
  • Unit Type
  • Quantity
  • Once done, click the Update button.Note: GL Account, Description and Tac Code will be automatically be populated when you select the Charge Type. Auto-computation of the Amount and Tax based on the Unit Price inputted.

b. Mass Upload

• Click the Download Excel Template File button.
• Populate the same fields as above.
• Once done, click the Upload Excel File button.

5. Once done, click the Submit for Approval button.

Note: Upon approval, raised charges will be dropped into Unbilled Charges Listing.

Related Articles

• Charge Raising
• Charge Type
• AR Charge Waiver