Use the Change Global surcharge page to create or modify a global surcharge.
Go to Administration > Financial Settings > Global Surcharge.
Note: You can also arrive at this page via the Specify Qualifying Items link on the Charge List page.
Choose one of the following:
To create a new global discount, click Add New.
To modify an existing global discount, click the Global Surchage Name of the discount.
Enter the Surcharge Name, Charge, GL Account, and/or any other required information in the General section.
Note: For complete descriptions of the options on this page, click here.
In the Surcharge Information section, for a percentage global surcharge, in the Surcharge Type dropdown, select Percentage, and enter the required percentage in the Percentage field. For a dollar amount global surcharge, in the Surcharge Type dropdown, select Amount, and enter the required amount in the Amount field.
Specify the condition where the discount will be automatically applied in the Prefill Condition dropdown.
Select the taxes that you want to apply to this charge in the Tax Information section, if applicable.
Specify the activities that qualify for the discount in the Qualifying Activities section.
Enter the dates when the discount will be in effect in the Dates section.
Click Save.