Allocating Other Costs

Once the cost names have been configured, the head office other costs tool is accessed from Head Office >Finance >Client A/C >Head Office Other Costs.

Costs can be added either via a template generated from the system or by adding each one manually.

Adding the costs straight into IndiCater (not using the template)

Step 1.Select the correct week. If you are entering an amount for a reporting period, you can use any week in that reporting period.

Step 2 

Click Add.

You will then select a Cost from the Category. You can either leave the other options as All or select an outlet.

If you have selected All, you will see a list of all outlets and you can simply enter a figure for each outlet that requires one. If all outlets are to have the same amount assigned to them you can add a figure in the Allocate Cost to All Outlets field and then click Allocate.

You must always remember to select Add Other Costs at the bottom of the page to apply the costs.

If you have selected just 1 outlet you will be given additional options below:

Add weekly recurring

Add period recurring

One off cost

Amount 

Select year

To enter a one off amount. tick the one off cost box, enter the amount and click submit.

To add a recurring cost, select the correct option, add the amount and then tick of you wish the recurring cost to apply to your company year or to your client's year. 

Enter the amount and click submit.

Adding the costs via the template

Step 1

To upload via a template, click on the download button from the Head Office Other Costs screen and select the name and area of the other costs template you would like to generate. 

This will produce an excel file with the following columns: 

CompanyID

AreaID Area

Name

OutletID

OutletName

OtherCostsID

Other Costs Name Amount 

All of the cells with the exception of the Amount field are protected and cannot be amended. The user should populate the Amount for each outlet and then save the template to their local machine before uploading.

Step 2

When you are ready to upload, click Upload and see the following options are displayed: 

Date:  This is a calendar select box to determine when the other cost is added 

Weekly Recurring Cost:  If selected this will add the other cost to each financial week from the date selected 

Period Recurring Cost:  If selected this will add the other cost to each reporting period from the date selected 

One Off Cost:  If selected this will only add the other cost to the date selected 

Clicking Submit will then add the transactions.