Editing a Charge - Transfer Rental

Updated by Cheryl Wallace

Transfer charges are most frequently edited to add missing or incorrect cost coding or reference information. Editing existing charges with the intent to change the total should be discussed with ToolHound Support beforehand to evaluate the consequences.
  1. Look up the charge to edit under Transfer Rentals  > Transfer Charges.
  2. Add or modify the Reference and Notes, if required.
  3. Make any required changes to cost coding by updating the Job, Sub Job, and Cost Code.
  4. If necessary, edit the charge.
    1. For a lump sum manual charge or sold charge, change the Qty and / or Rate.
    2. For a time-based charge,
      1. Modify the Start Date and/ or End Date.
      2. If required update the Qty for non-serialized items.
      3. Click Calculate Charges to recalculate the Total charge amount.
  5. Click  to save the changes to the charge.

See also:

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