A levy is a percentage applied during the Period Close process to selected accounts/non-local offerings, as at a specified Effective Date. Levies are configured at the Union level where required, and are applied to the Mission entities below that Union.
At the Mission level, the Levy Status field in Admin | Organisations must be set to "Pay Levies" for them to be calculated during the Period Close.
- Go to the Admin menu, then click Levy Search.
- You can either select a date range to search or just search everything by clicking Search.
- This shows a list of all the levies that have been created and what their effective date is. It also shows how many levies have been applied as at the Effective Date, and what this group of levies totals.
- Highlight the desired levy and this will show what this levy is made up of.
Editing a levy - this can only be done if the levy has not been used in a Period Close calculation. If you make an edit on a levy currently in use and click Save, a warning message will appear and you will be prevented from saving if the levy has been used. A new levy with an Effective Date in the future should be set up.
If it has not been used, the changes will be saved.