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learning center  >  ACCOUNTING - OFFICIAL ACCOUNTS  >  Official Account Configuration  >  Official Account - Charge Type Override

Charge Type Override

When you click the Charge Type Override button, the screen changes to display two panes of information: Call Types and Equipment and Service Types. Within each account, you can indicate a specific call type(s), equipment type, or service type as reimbursable. The charge type override works in connection with the type of service, for each override you determine whether the charges related to the call type or equipment and service type are mission funded. You can create your Types of Service within Equipment and Services ->Type of Service. 

Adding a Charge Type Override

1.     Click the Accounting menu.

2.     Within the Navigation pane, click Accounts, then Official Accounts.

3.     Depending on the amount of records within your database, the list may not readily populate, to populate the list perform one of the following actions:

·         Within the search box, type any portion of the record, this could be the account number, organization name, site name, etc. and then click the magnifying glass.

·         Click the Show All button.

4.   The Accounts list opens, displaying the account matching your search criteria. Double-click the account. The Accounts window opens.

5.   Within the Show ribbon group, click the Charge Type Override button.

6.   The screen changes to display two panes of information: Call Types and Equipment and Service Types.

Call Type Override

7.   Within the Call Type pane, click the row marked with an asterisk (*) to add a new record. Within the Call Type column, click the drop-down arrow to access a list of the call types within your database, from the list select the appropriate call type.

8.   In the Type of Service Name column, click the drop-down arrow to access a list. From the list, select the associated type of service.

9.   Before adding more information it is a good idea to save your changes, within the Actions ribbon group, click the Save button.

Equipment and Service Type Override

10. Within the Equipment and Services pane, click the row marked with an asterisk (*) to add a new record. Within the Equipment Type column, click the drop-down arrow to access a list of the equipment and service types within your database, from the list select the appropriate type.

11. In the Type of Service Name column, click the drop-down arrow to access a list, from the list select the associated type of service.

12. Within the Actions ribbon group, click Save (to save and stay) to continue working with reimbursable types, or click Save & Close (to save and exit) to return to the Official Accounts.

Removing a Charge Type Override

1.     Click the Accounting menu.

2.     Within the Navigation pane, click Accounts, then Official Accounts.

3.     Depending on the amount of records within your database, the list may not readily populate, to populate the list perform one of the following actions:

·         Within the search box, type any portion of the record, this could be the account number, organization name, site name, etc. and then click the magnifying glass.

·         Click the Show All button.

4.   The Accounts list opens, displaying the account matching your search criteria. Double-click the account. The Accounts window opens.

5.   Within the Show ribbon group, click the Charge Type Override button.

6.   The screen changes to display two panes of information: Call Types and Equipment and Service Types.

7.   Within the appropriate pane, right-click the selector box next to the type name. A small pop-up menu opens, within the box click Delete.

8.   Once selected, cairs.net draws a line through the item allowing you to delete multiple items at once.

9.   If you do not want to delete an item, right-click the record to access a pop-up menu and click Undelete.

10. Once you select Undelete, a message box displays verifying that you really want to keep the item. Click Yes within the box to continue or No to cancel the operation.

11. Within the Actions ribbon group, click Save (to save and stay) to continue working with account, or click Save & Close (to save and exit) to return to the Official Accounts.

 

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