Whenever you create a charge in Breeze (or set up a recurring charge), you select a charge code.
Each charge code is linked to a GL account. Selecting a charge code tells the system which account the charge will affect.
Breeze comes with a set of default charge codes. You can view them by selecting Admin > Charge Codes.
You can edit existing charge codes or add new ones, but we recommend that you review the default charge codes first. After you change the default charge codes, you cannot revert to the original set.
To add a new charge code
Select Admin > Charge Codes and click the Add New button. The New Charge Code screen appears.
Complete the screen.
Type: There are four types: CAM (for Commercial recovery charges), Overage (for Retail sales overage charges), Rent (for recurring charges), and Misc (for miscellaneous charges).
Account: Every charge code is linked to a GL account.
Tax: Select Yes if the charges will be subject to sales tax.
Click Save.
Charge Codes and Inactivated Accounts
If you inactivate a GL account that is linked to a charge code, the charge code will not appear on lookups. In other words, the charge code will behave as if it had been inactivated.
Creating a Report on Charge Codes
You can review the charge codes by selecting Reporting > Admin Reports > Charge Codes. Breeze will display all charge codes in a table along with the description, type, GL account code, GL account description, and tax status. You can sort the report by any column. You can also export the report as an Excel spreadsheet or a PDF or you can send it by email using the buttons at the top of the screen.