To access this sub-module click;Accounts Management - > Setup - > Levies & Charges - > Levies

The following window opens up:

How To Create A Levy

Click on the ADD NEW button to open the following window:

On this screen:

Name - Enter the name of the Levy that you want to create.

Charge Type - Click on the drop down arrow and select the appropriate, percentage or fixed amount.

Charge - Select the charge type that will be used to charge the levy, whether percentage or fixed amount.

If the selected charge type is percentage,you must enter the percentage to be charged as the levy fee.

If the selected charge type is Fixed Amount, you must enter a fixed amount to be charged as the levy fee.

Charge Splitting:

This is where we split the charge into various G/L Accounts in percentages.

G/L Account - Click on the lookup icon to open a "G/L Account Lookup" dialog box:

Select appropriately the G/L account for that Levy Charge.

Name - Enter the name of the charge splitting

Percentage - Enter the splitting percentage

Click on the add button to add the charge to the Charge Splitting pane just below:

Ensure the splitting adds up to 100%. Anything contrary to this will result in the following error:

Select an entry then click on the remove button to get rid of an erroneous entry.

Click on the create button to save the levy into the system.

On successful completion you will get a pop up message confirming that the operation was successful.

Note :click on if u want the levy to be locked which means the levy fee will be inapplicable until unlocked

How To Edit A Levy Charge

1. Identify the Levy Charge to be edited:

Click on the edit icon (against that Levy Charge) to open the following screen:

Modify the details of the levy charge accordingly.

Click on the update button to save the changes into the system.

On successful completion you will get a pop up message confirming that the operation was successful.

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