Changing the Account for Applying Surcharges in Your Accounting Software

To change the account where your surcharges are applied in your accounting software, follow the steps below. While we recommend using "Uncategorized Income" as the account, you are free to choose any account that suits your needs.

Step 1: Log into Benji Pays.

Step 2: Click Settings>Payment Gateway Settings.

Step 3: Next to the payment gateway you wish to edit, click the pencil icon. Scroll until you see  "Surcharge Income account" and choose the correct account from your accounting software from the drop down menu and click "Save Gateway".

Business Central

For Business Central, a Benji Pays-managed surcharge is recorded as a separate G/L Account line in the gateway's cash receipt journal, described as "Surcharge for Payment: [reference]". 

The line is posted to the gateway's surcharge account, the same account used for QuickBooks and Xero. If that account is not mapped, the payment is not posted and you will see "BC surcharge account is not configured. Configure the surcharge account for this gateway in gateway settings."

Surcharges on Benji Payments transactions are withheld by the platform and are not recorded in Business Central.