Add Fuel Levy

▪Stock code (journal or non‑depleting) linked to a specific GL account

–Can be a fixed amount, or

–Can calculate a percentage of the job total or freight total

▪Freight field on the job (included as part of freight costs)

Create a Stock GL Group (if reporting to separate GL accounts is required, otherwise use existing accounts).

1.Go to Tools > Setups > Accounting > Stock GL Groups.

2.Click Add.

3.Choose Stock Type Non Depleting,Journal.

4.Enter a name, eg. Fuel Levy.

5.Either select existing Income and COGS accounts, or create new ones (consult your accountant if necessary).

6.Save.

1.Create a new stock code, eg. FUEL.LEVY.

2.Set Type to Journal or Non‑Depleting.

3.Assign the appropriate Stock GL Group (either newly created as above or existing)

4.Enter a description and complete any required fields.

5.Save.

This method allows the fuel levy to calculate as a percentage of the job total or freight, by entering the above stock code.

1.Edit the stock code, eg fuel levy, as created above.

2.On the Details tab set decimal places to 2.

3.Go to the Pricing tab:

a.Select the required Price Level.

b.Set Price Calculation Method to Fixed Price.

c.In Price Inc, enter the percentage as a decimal.

In the above example 0.0300 = 3%. To enter this as 4 decimal places, you will need to go to the Details tab of the stock code and change the decimal places on sell to 4.

Save the stock code.

1.Add all job stock as normal.

2.Add the fuel levy stock code created above.

3.Enter the amount you want to apply the percentage to in the Qty field, ie. the job total value:

4.Jim2 will calculate the levy:

▪Job total: $1821.24

▪Stock code, Fuel levy, is set up to calc 3% of order qty.

▪Calculation: 0.03 × 1821.24 = $54.6919.