Envibe: How to create Internal Tender Types

Question

How can I configure an Tender Type that allocates directly to a department code.

Answer

In some instances when a site wishes to make a complimentary booking for internal purposes, rather than create a free item the site can opt to transfer the balance to an internal GL code. Departments can be configured that allow this internal transfer of revenue for financial reporting.

There are 2 steps to configure Internal tender Types:

      1. Create an Internal Department

      2. Enable the Tender Type in the Site Policy

1. Create an Internal Department

To configure an Internal Department:

1. 1. Navigate to DATA MANAGEMENT.

2. 2. Search and select Departments.

3. 3. Click NEW.

4. 4. Add a Namespace for the Department/GL Code

5. 5. Add the Account Code – this generally houses the Code string format for financials.

6. 6. Add a Control and Tax Code – these are optional fields based on your site set up.

7. 7. Click the checkbox Permit Internal Transfer – this will enable the Department to be seen during front end workflow.

8. 8. Click SAVE.
   

9. 
   

NOTE: Workflows to utilise this functionality are covered in End User - Booking Coordinators

2. Enable the Tender Type in the Site Policy

Once the Department is configured, the INTERNAL tender type will need to be enabled in your site’s applicable policy.

To enable the Tender Type:

1. 1. Navigate to DATA MANAGEMENT.

2. 2. Search and select Policies.

3. 3. Search and select the applicable policy and click Edit.

4. 4. In the Tender Type Visibility field, add Internal.
   

5. 5. Click SAVE.

6. 
   

7. 
   

• Related Articles

• Envibe: How to create Annonation Types for Bookings

  Question Enter the question details Answer An Annotation Type is used to block out a certain facility or allocation to restrict booking for internal purposes. This could include examples such as Maintenance, Staff Training or just General ...

• Envibe: How to create Booking Types for Bookings

  Question How do I create Booking Types and link to Booking Diaries. Answer A Booking Type is used for colour coordination and streamlining of financial processes. Booking Types are often less granular than Resource Types and are used to categorise ...

• Envibe: How to add Resource Types for Bookings

  Question How do I add a Resource Type for my booking hire costs? Answer A Resource Type is used to specify differing cost rates based on the duration of time that is being booked. Specifically, a Resource Type identifies which sales items are ...

• Envibe: How to configure Invoicing for Bookings

  Question What are the steps to configure invoicing for Bookings? Answer Invoice configuration consists of the following steps: 1. Payment Contacts 2. Invoice Types 1. Payment Contacts Payment contracts specify payment terms that can be displayed on ...

• Envibe: Bookings Configuration Cheat Sheet