Accounting settings: Self storage

Create your accounting codes and tax rates in Storeganise.

*Specific to self storage setups

Contents


Overview

You can setup different accounting codes with their corresponding tax type and tax rate in order to associate different charges / invoice items in the system with the correct accounting code / category.

The accounting codes in Storeganise should ideally match up with the accounting code that you have setup in your accounting system to ensure the data ties up accurately.


Adding & updating accounting codes

Click on the + icon to add an accounting code.

Code

Enter the account code (alphanumeric, lower case & no spaces) here.

Description

Description adds a bit more information on what the accounting code is for specifically.

Tax type

Set the tax type applicable for this accounting code.

Tax rate (%)

Enter the tax rate amount as a percentage that should be applied to invoice items associated with this accounting code.


Prepayment accounting code

Prepayments will not have any tax rate applied to the invoice line item so leave Tax type and Tax rate blank for your prepayments account to avoid confusion.

Prepayments will always apply the tax type and % for each corresponding prepayment with regards to the charge type that the prepayment is for.

Learn more in the Charges settings help doc.


Using accounting codes

Once you have setup the accounting codes, go to the System charges settings to set which accounting code should be used by default for rent, deposit and prepayment charge types.

Other charge types can have the corresponding accounting codes set (or updated) in the unit type ; unit page ; move-in job ; or the invoice itself.


Terminology

This section allows you to customise the default terminology that is used to describe different services in invoices. If nothing is set, the placeholder that is shown will be used.

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