Managing Sundry Income and Expenses

Key Features of Sundry Income and Expenses Management

• Sundry Income: Non-product or service revenue, such as:

  • Club membership fees
  • Space rental or chair rental
  • Cancellation fees
  • Gift cards and certificates
  • Surcharges (payment type, date-based, etc.)

• Expenses: Outgoing payments categorized into:

  • Petty Cash Expenses: Handled directly via the cash register.
  • Other Expenses: Entered and tracked in the system.

Adding an Expense

1. Navigate to the Config Management Menu.
2. Expand Sundry and Expense, then double-click Expenses.
3. Right-click the desired region and select New Expense.
4. Enter details:
   • Name and description (optional).
   • Tick Petty Cash if relevant.
   • Set tax configurations.
5. Click Save to finalize.

Specifying Expense Tax

1. Select the expense to edit.
2. Apply the new tax/GST rate and its effective date.
3. Save changes.

Adding Sundry Items

• Sundry items can include miscellaneous categories like donations or club fees.

1. Choose New Sundry Income under the relevant region.
2. Define tax/GST rate, name, description, and amount.
3. Activate the item and save.

Adding Gift Certificates & Cards

Steps to Add:

1. Select New Sundry Income.
2. Define tax settings and item specifics (name, barcode, employee credit).
3. Save the configuration.

Adding Surcharges

• Payment Type Surcharge: Applied to specific payment methods.
• Date Surcharge: For holidays or special dates (configured via Shortcuts Fusion)

Steps to Add:

1. Create a new sundry income item.
2. Define the type (payment or date surcharge).
3. Specify the surcharge amount (fixed or percentage-based) and conditions.
4. Save and link to relevant payment types or dates.