The Default Behavior
Open any invoice on the Orders page and you’ll see a set of fields below the line items where miscellaneous charges live: So what happens when values show up here? By default, these charges get distributed proportionally across all expense categories on the invoice. For example, using the Category Report export, you can see that 4.70 in Delivery fees are spread across Food categories like Other, Dairy, Seafood, Beverages, and also Restaurant Supplies. Worth noting: While these charges are booked to the categories on the invoice, they don’t affect individual product prices — only the category totals.Mapping Miscellaneous Charges to a Single Category (Per Vendor)
These settings can be configured on a vendor-by-vendor basis. (Keep reading for how to do it across all vendors at once.) Head to the Vendors menu, select the vendor you want to configure, and click the “Edit Vendor” button: Once you’re in the vendor settings, scroll down to the Accounting Configuration section and check the “Configure how to handle Miscellaneous Charges” checkbox: In this example, we’re mapping Delivery / Shipping / Freight / Fuel charges to the “Delivery Fees” category while leaving everything else on the default proportional setting: Now in the Category Report export, you’ll see taxes still distributed proportionally, but delivery charges are booked directly to the Delivery Fees category.Setting These Rules for All Vendors at Once
If you’d rather set the rules globally instead of vendor by vendor, go to the Vendors menu and click the Configure Defaults button: You’ll see the same interface for choosing which miscellaneous charges get booked to which categories. Before you can make changes, you need to switch from “Unlocked” to either Custom Default or Locked. (If it stays on Unlocked, the page won’t let you edit anything.) Custom Default: Sets the default for all vendors, but still lets you override settings when editing a specific vendor. Locked: Applies your choices to every vendor with no individual overrides allowed — changes can only be made from this page.You can also set bulk rules here for pulling information from your accounting system and for handling handwritten adjustments through the same Configure Defaults page.
Don’t forget to click SAVE at the bottom when you’re done.
Related Articles
- Want to understand more about categories or restrict categories at the vendor level? Check out General Ledger Accounts, Categories, and Category Types.
- Looking to set products or categories as tax-exempt? See Make Products or Categories Tax Exempt.