...
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:Superuser Super User, Billing Team
Permission Required: Import Admin Permission
FI Mode Only
Add Client Fee Type
Log in to
...
DCI
Select Settings from the main menu
...
Select Custom Drop Down
...
from the submenu
...
Click Actions
...
Select Add New Custom Drop Down Item from the
...
drop-down menu
Complete the Add New Custom Drop Down Item form wizard
...
Item Type: Select Fee Type
...
...
Item Name
...
: Create a name for the fee type
Item Status: Select Active or Inactive
Click Save
...
and Yes to confirm
View, Edit, or Export Client Fee Type
Log in to
...
DCI
Select Settings from the main menu
...
Select Custom Drop Down
...
from the submenu
Select Fee Type in the Select Item Type filter
...
drop-down menu
Click Search
View the results table below the search box
...
Optionally
...
, click Export to download to a CSV file
...
.
Click anywhere in the Fee Type row to view or edit it
The Custom Drop Down Details page will open
...
Click Actions
...
Select Edit Custom Drop Down Item from the
...
drop-down menu
Make edits as needed in the Edit Custom Drop Down Item
...
form wizard
Click Save
...
and Yes to confirm
Add Client Fee to Funding Account
Log in to
...
DCI
Select Authorization from the main menu
...
Select Funding Accounts
...
from the submenu
Enter specific criteria into the filters and click
...
Search
...
Click anywhere in the row to select the Funding Account
Please note: The funding type must
...
be dollars to add a new client fee
The funding Account Details page will open
...
...
Click Actions
...
Select Add New Client Fee from the
...
drop-down menu
Complete the Add New Client Fee form wizard
Entry Type: Defaults to Fee
Fee Type: Select the fee type from the drop-down menu
Date (required): Add the date of the fee
Amount (required): Add the amount of the fee
Description: Add a description of the fee
Click Save
...
and Yes to confirm
Approve/Reject Client Fees
Log in to
...
DCI
Select Authorization from the main menu
...
Select Pending Fees and Adjustments
...
from the submenu
In the
...
filter Select Entry Type
...
, select
...
Fee. Enter other specific criteria as needed and click Search.
In the results table, under the Approve column:
Click A to approve OR click the red R to reject
Optionally, click anywhere in the pending fee
...
row to open the Client Fee Details page.
Click
...
Actions
...
and select Approve or Reject from the
...
drop-down menu
Select Yes in the confirmation alert window
View, Edit, or Export Client Fees
Log in to
...
DCI
Select Authorization from the main menu
...
Select Clients Fees and Adjustments
...
from the submenu
...
In the filter Select Entry Type
...
, select
...
Fee. Enter other specific criteria as needed and click Search.
View results
Optionally, click Export to download to a CSV file.
Click anywhere in the fee row
...
to open the Client Fee Details page
...
Click Actions
...
Select Edit Client Fee
...
from the drop-down menu
Complete edits as needed
...
in the Edit Client Fee form wizard
...
Click Save and Yes to confirm
A
new client fee in Pending status will be created for the new amount
...
. Follow the instructions above to Approve Client Fees.
The previous
...
client fee will move to Rejected status and have a reference entry for the new client fee
Related articles
| Content by Label | ||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
...