Credit/Debit Note Entry — Additional Costs tab

Use this tab to:

• Add the additional costs on the credit notes and debit notes you receive from your vendors.

• Specify how to reprorate the costs if you returned the items.

Note: If you are adding additional costs, you must choose No Proration. If you choose to prorate, the program will display an error message and prevent you from posting the credit note or debit notes.

• Edit additional cost details from invoices you are crediting or debiting.

• Allocate new additional costs (added to the credit note/debit note) to one or more receipts.

To prorate additional costs for a single receipt:

1. Select the additional cost on the Additional Cost entry grid.

2. Press F9 to open the Detail Costs/Taxes form.

3. Click the Zoom button beside the Distribute Proration field.

4. Distribute the additional cost (and billing rate for billable details).

To prorate additional costs for several receipts:

1. Select the additional cost on the Additional Cost entry grid.

2. Press F9 to open the Detail Costs/Taxes form.

3. Click the Dist. Cost button to display the Cost Allocation form. (The Zoom button beside the Distribute Proration field will be dimmed.)

4. Highlight the receipt you want, and click the Zoom button in the column heading to display the Distribute Proration form.

5. Distribute the additional cost (and billing rate for billable details).

Click one of the links below for help on using the corresponding tab:

For information about using the buttons that appear on this tab, click the corresponding button or link:

See also

Credit/Debit Note Entry — overview