Procedural Note 41     

Management Tab – Setup – Fees and Charges

            1.      If you press “inactive” the system will show an extra collum on the fees and charges page showing a consolidated list of fees and charges regardless of their status (active or inactive).

            Active green tick

            Inactive red flag

            

            2.     Your fees and charges are generally setup as part of the onboarding, however if you need to add (Click + Add Record) or update an existing record (double click the record). Once the screen comes up it  will populate pull down options to specify the fees requirements (Account, method, amount, disburse             to and apply to unit classes).