Surcharge Setup
Last Modified on 05/13/2025 11:53 am PDT
This article explains how to set up surcharges and surcharge groups. Surcharges are additional fees applied to services, and are assigned to a site's billing setup (if applicable) through a Surcharge Group—a collection of surcharges that apply to an account.
Add Surcharge
Pathway: Setup > Services > Surcharge
Permission(s)
The following permissions are required to add surcharges:
| Permission ID | Permission Name |
118
| Setup \ Services |
Add Surcharge: Field Descriptions
| Fields | Descriptions |
Name
| The name of the surcharge.
|
| Surcharge Class | Groups the surcharge into a class. When a surcharge is applied to a service, the assigned class will be displayed with it in a separate column/field. |
Type
| Select a Type from the list of options to identify the calculation method for the surcharge.
|
| Rate Index | This field will only appear if a Rate Index option is selected in the Type field. Rate index pricing must be established for this to apply. Refer to the Fuel Rate Index Surcharge article as an example. |
GL Account
| Displays a drop down list of GL accounts. If applicable, select the GL account that applies to the surcharge. More information about GL accounts can be reviewed here: GL Account Setup and Overview. |
| Temporary Service GL Account | If revenue from temporary services is tracked at the surcharge level, select the corresponding GL account it should be tracked under. |
Taxable
| Indicates if the surcharge is taxable.- 'No' - surcharge is not taxable.
- 'Yes' - surcharge amount is included in tax calculations during billing.
- 'Tax Class' - taxed through the Tax Class identified in the Tax Class field.
|
Tax Class
| Required field if 'Tax Class' is selected from the Taxable field.
|
Exclude From Revenue Calculation
| Indicates if the Surcharge should be excluded from company's revenue calculations.
|
Franchise Fee
| Indicates if the Surcharge is a Franchise Fee.
|
Add Surcharge Group
Pathway: Setup > Services > Surcharge Group
A Surcharge Group is a grouping of surcharges that are assigned to an account. Surcharges can not be independently assigned to an account and must be added to a group - a single surcharge can be shared across multiple surcharge groups.
Permissions
The following permission(s) are required to add and remove surcharges to a surcharge group:
Permission ID | Permission Name |
95
| Setup Main Menu |
118 | Setup \ Services |
Add a Surcharge Group - Field Descriptions
| Fields | Descriptions |
Name
| The Name of the surcharge group. If a surcharge group is specific to a division, or class type, consider a naming method that identifies the surcharge group's purpose. |
Active
| Controls availability of a surcharge group for selection and use.- Yes - Available
- No - Not available
|
Add/Remove Surcharges to a Group
Add a Surcharge
- Select a surcharge group from the upper grid.
- In the Surcharges tab, click on the green ' + ' add icon. This will display the Add Surcharge popup window.
- Select the green ' + ' add icon for each surcharge you would like to add to the surcharge group.
- Close the window when finished.
Remove a Surcharge
- Select the Surcharge Group from the upper grid to display its associated surcharges in the lower grid.
- Select the red 'Remove' icon for each surcharge the group no longer includes.
