(2024.1) GLA Charges Tab
- Brian Dixon
- Bianca Rosa (Unlicensed)
Charges
The Charges tab provides the User access to manually control if a Charge is associated with a GLA. There are four functions that can be used to control these charges: 'Add', 'Edit', 'Delete', and 'Stop'.
Add
After clicking the button, the 'Add New GLA Charges' form will open.
There 'Owner' and the 'Charge Catalog' are required fields. A description is highly recommended for tracking. The User can select to prorate the charges or not based on billing needs. Once saved the Charge(s) will be the default Charges assigned to the GLA.
Editing
Thebutton can only be used after a Charge has been Added. This form allows the User to select from the Charge Catalog and specify overrides when available to the Amount, Quantity, Description, and Expense GLA. Once saved the Charge will generate the records required for billing.
Note: Because the Charge is directly associated with the GLA, there is no need for a Default Expense GLA to be supplied before charges can be added.
Deleting/Stopping
It is sometimes necessary to manually delete or stop a charge. There are certain restrictions in place to prevent deleting charges that have been billed. After clicking the button, a prompt will be displayed advising the user about these restrictions.
When stopping a charge, click the button, and a prompt will be displayed requesting a Stop date and advising the user about further restrictions placed on stopping charges.