Add a Charge Code

A new charge code needs to be added for use. 

• Charge Codes (archgmnt)

A charge code needs to be setup for the first time for use. 

1. Navigate to the Charge Codes program either by searching or using the following path: Property Revenues > Accounts Receivable > Setup > Accounts Receivable Charge Codes

2. Click Add in the top ribbon. (Note: Full field descriptions are available at anytime by clicking the question mark icon in the upper right corner and then selecting Help. Please refer to these field descriptions when necessary while making the appropriate selections below.) 

3. Enter the Year, Code, and Category for the charge code. 

4. Select an AR code that the charge code should be a part of. 

5. Choose an Activity type for the charge code.

6. Choose a Group if desired. 

7. Add a Description and Short description. 

8. Assign a Payment order. 

9. Choose a Calculation code and enter the desired amount information including Minimum and Maximum Amounts.

10. Make all other selections as desired using the field descriptions as reference. 

11. Enter the correct Accounts to be used with this charge code. (Note: Please consult with the financial or accounting team to ensure these are correct.) 

12. Click Accept.  

• To copy an already established charge code from one fiscal year to another, please follow the steps outlined here: How to Copy Charge Codes to New Fiscal Year

• If further assistance is required, please contact the appropriate support team based on the category the charge code is being added for. (Ex: Categories 01-02 = General Billing, Categories 20-40 = Tax Support, Categories 60-63 = Utility Billing, etc.)