SunPMSby SunTatva Technologies

Extra Income Category

Extra masters · Updated

On this page
  1. Before you start
  2. Screen layout
  3. How to add a category
  4. How to edit
  5. How to delete
  6. What happens behind the scenes
  7. Messages you may see
  8. Tips and FAQ
  9. Screenshots

Extra Income Category is the list of headings (categories) under which the hotel records income that is not a room or folio charge: scrap sale, commission received, hall rent. Staff pick one of these categories when they post an entry on the Extra Income page.

Extra Income Category

Before you start

  • Nothing is needed. The list is empty in a new property.

Screen layout

This screen follows the common master layout described in Property Setup (section "Master screens: one pattern"): a header with the back arrow, the title, a one-line explanation and the main button on the right; a Search box and a Columns button above a sortable table; a footer with Total Records, Rows and page buttons; and an add / edit window with Delete (left, only when editing), Cancel and Save. Specific to this screen:

Element Meaning Rules
Search Filters by category name or code.
New Misc. Income (top right) Opens the window (Add Extra Category). The small grey line above the title reads MISCELLANEOUS.
Category Name column Click the highlighted text to edit (Edit Extra Category).
Code column Short code.
Remark column Note.
Window section Income category ("Groups the extra income you record, such as rentals or services."): Code Short code. Required, short length.
Charge Name Category name (saved as the Category Name). Required, up to 100 characters, unique.
Remark Note. Up to 500 characters.
Save, Cancel, Delete Delete only when editing.

How to add a category

  1. Click New Misc. Income.
  2. Type Code and Charge Name; add a Remark if wanted.
  3. Click Save. Result: Income category added successfully. The window stays open with an empty form for another entry.

How to edit

Click the category name, change values, Save. Message Income category updated successfully.

How to delete

Open the category, Delete, confirm Are you sure want to delete this Extra Income. Message Extra Category deleted successfully. The category becomes inactive and is no longer offered on the Extra Income page; old entries keep it.

What happens behind the scenes

Categories of income and expense share one table, separated by a type (income = 1, expense = 2). The category is stored on every Extra Income entry and used in the extra income reports.

Messages you may see

Message (exact text) Why it appears What to do
Please enter Code. Code empty. Type a code.
Please enter Extra Income Category Name. Name empty. Type a name.
Record Already Exist. Duplicate. Rename.
Income category added successfully. / Income category updated successfully. Success. None.

Tips and FAQ

  • Q: Where do I post the income itself? A: On the Extra Income page (Billing / Audit menu), not here.

Screenshots

Extra Income Category: xinc list
Extra Income Category: xinc list
Extra Income Category: xinc dialog
Extra Income Category: xinc dialog
Extra Income Category: xinc filled
Extra Income Category: xinc filled
Extra Income Category: xinc list after
Extra Income Category: xinc list after