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Description: In this topic you , the user will learn about client fees. The functionality of Client Fees allows allow a user to specify various fee types in the system and associate them with a particular funding account. Once specified, these fees will be deducted from the authorization remaining balance without utilizing a punch.

*Please note: Client fees only apply to dollar-based authorizations. Client Fees can be mass mass-imported and mass-approved. To learn how to import Client Fees, see the “Admin  article Admin Guide - Import Module” Module in the Help Center. 

Role Required: Super SuperuserUser, Billing Team 

Permission Required: Import Admin Permission

FI Mode Only 

Add Client Fee Type

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1. Log in to your profileDCI

2. Select Settings from the main menu 

3. Click Select Custom Drop Down in  from the submenu  

4. SelectClick Actions button

5. Select Add New Custom Drop Down Item from the action dropdowndrop-down menu

6. Complete Fill out the Add New Custom Drop Down Item form wizard

1. Item Type: Select Fee Type

2. Item Name: Create a name for the fee type

3. Item Status: Select 

4. Select Fee Type from the Item Type dropdown

5. Specify the Item Name 

6. Select a status of Active or Inactive  

7. Click Save  and Yes to confirmClick

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View, Edit, or Export Client Fee Type

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1. Log in to your profile DCI

2. Select Settings from the main menu

3. Click Select Custom Drop Down in  from the submenu  

4. Select Fee Type in the Select Item Type filter drop-down dropdownmenu

5. Click Search  

1. View the results table below the search box with the update search criteria  

2. Optionally select the, click Export button, the table will be automatically downloaded in to download to a CSV file.

6. Click anywhere in the Fee Type row Select the Client Fee Type you wish to view   or edit by click anywhere in the rowedit it

7. The Custom Drop Down Details page will open for you to view the details

8. ClickSelect Actions button

9. Select Edit Custom Drop Down Item from the actions dropdowndrop-down menu

10. Make   edits  as needed in the Edit Custom Drop Down Item from wizard

Optionally update status to active or inactive

11. form wizard

12. Click SaveClick and Yes in the confirmation alert windowto confirm

Add Client Fee to Funding Account

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1. Log in to your profile DCI

2. Select Authorization from the main menu 

3. Click Select Funding Accounts in  from the submenu  

4. Enter specific criteria into the filters and click the Search button

5. Click anywhere in the row to sSelect the Funding Account by clicking anywhere in the rowAccount

1. Please note: The funding type must be dollars to The funding type must be dollars to add a new client fee 

6. The funding Account Details page will open up

7. Select Click Actions button

8. Select Add New Client Fee from the actions dropdowndrop-down menu

9. Complete the Add New Client Fee form wizard

10. Click Save 

11. Select Yes in the confirmation alert window  

 

1. Entry Type: Defaults to Fee

2. Fee Type: Select the fee type from the drop-down menu

3. Date (required): Add the date of the fee

4. Amount (required): Add the amount of the fee

5. Description: Add a description of the fee

2. Click Save and Yes to confirm

 Approve/Reject Client Fees

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1. Log in to your profileDCI

2. Select Authorization from the main menu 

3. Click Select Pending Fees and Adjustments in the Sub Menu 

4. Enter criteria into the filters and click the Search button

Use

5.  from the submenu 

6. In the filter Select Entry Type

dropdown and

7. , select

Fee, to only view pending fees

8. View the table below the search box with the update search criteria results

9.  Fee. Enter other specific criteria as needed and click Search.

10. In the results table, under the Approve column:

1. Click

11. Under the Approve column

1. Select the A to  ApproveSelect approve OR click the red R to Reject reject 

2. Optionally, click anywhere in the pending fee View the details of the pending fee by clicking anywhere in the row to open the Client Fee Details page.

1. Click the Actions button and select Approve or Reject from the dropdowndrop-down menu

12. Select Yes in the confirmation alert window  

View, Edit, or Export Client Fees

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1. Log in to your profileDCI

2. Select Authorization from the main menu 

3. Click Select Clients Fees and Adjustments in  from the submenu 

4. Enter criteria into the filters and click the Search button

Use the

5. In the filter Select Entry Type

dropdown and

6. , select

Fee, to only view fees

7. View the table below the search box with the update search criteria results  

8. Optionally select the Export button, the table will be automatically downloaded in a CSV file

9.  Fee. Enter other specific criteria as needed and click Search.

1. View results 

2. Optionally, click Export to download to a CSV file.

10. Click anywhere in the fee row View the details of the fee by clicking anywhere in the row to open the Client Fee Details page

11. Select theClick Actions button

12. Select Edit Client Fee in the actions dropdownfrom the drop-down menu

13. Complete edits as needed in the Make edits in the  Edit Client Fee form wizard  

14. Click Update 

15. Select Yes in the confirmation alert window  Click Save and Yes to confirm 

1. A new client fee in Pending status will be created for the new amount and be in a Pending status. Follow the instructions above to Approve Client Fees.

2. The previous Client Fee will have a status of Rejected  client fee will move to Rejected status and have a reference entry for the new client fee

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