Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

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: SuperuserSuper User, Billing Team 

Permission Required: Import Admin Permission

FI Mode Only 

Add Client Fee Type

...

 

  1. Log in to 

...

  1. DCI

  2. Select Settings from the main menu 

...

  1. Select Custom Drop Down

...

  1.  from the submenu  

...

  1. Click Actions

...

  1. Select Add New Custom Drop Down Item from the

...

  1. drop-down menu

  2. Complete

...

  1. the Add New Custom Drop Down Item form wizard

...

Select Fee Type from the Item Type dropdown

...

Specify the Item Name 

    1. Item Type: Select Fee Type

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

    3. Item Status: Select 

    1. Active or Inactive  

  1. Click Save

...

Click Yes in the confirmation alert window  

  1.  and Yes to confirm

 View, Edit, or Export Client Fee Type

...

  1. Log in to

...

  1.  DCI

  2. Select Settings from the main menu

...

  1. Select Custom Drop Down

...

  1.  from the submenu  

  2. Select Fee Type in the Select Item Type filter 

...

  1. drop-down menu

  2. Click Search  

    1. View the results table below the search box

...

    1. Optionally

...

    1. , click Export 

...

    1. to download to a CSV file

...

    1. .

  1. Click anywhere in the Fee Type row 

  1. to view

...

  1. or 

...

  1. edit it

  2. The Custom Drop Down Details page will open

...

  1. Click

  1.  Actions

...

  1. Select Edit Custom Drop Down Item from the

...

  1. drop-down menu

  2. Make

...

  1. edits

...

  1. as needed in the Edit Custom Drop Down Item

...

  1. form wizard

  1. Optionally update status to active or inactive

  1. Click Save

...

  1.  and Yes 

...

  1. to confirm

Add Client Fee to Funding Account

...

  1. Log in to

...

  1.  DCI

  2. Select Authorization from the main menu 

...

  1. Select Funding Accounts

...

  1.  from the submenu  

  2. Enter specific criteria into the filters and click

...

  1.  Search

...

  1. Click anywhere in the row to select the Funding

...

  1. Account

    1. Please note: The funding type must be dollars to

...

    1. add a new client fee 

  1. The funding Account Details page will open

...

...

  1. Click Actions

...

  1. Select Add New Client Fee from the

...

  1. drop-down menu

  2. Complete the Add New Client Fee form wizard

...

Click Save 

...

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

  1. Click Save and Yes to confirm

 

 

Approve/Reject Client Fees

...

  1. Log in to 

...

  1. DCI

  2. Select Authorization from the main menu 

...

  1. Select Pending Fees and Adjustments

...

Enter criteria into the filters and click the Search button

  1.  from the submenu 

  2. In

...

  1. the filter Select Entry Type

...

  1. , select

...

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

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

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

    1. Click A to approve OR click 

...

Under the Approve column

...

Select the A to Approve

...

    1. the red R to 

...

    1. reject 

    2. Optionally, click anywhere in the pending fee row to open the Client Fee Details page.

      1. Click

...

      1.  Actions 

...

      1. and select Approve or Reject from the

...

      1. drop-down menu

  1. Select Yes in the confirmation alert window  

View, Edit, or Export Client Fees

...

  1. Log in to 

...

  1. DCI

  2. Select Authorization from the main menu 

...

  1. Select Clients Fees and Adjustments

...

  1.  from the submenu 

...

Enter criteria into the filters and click the Search button

  1. In the filter Select Entry Type

...

  1. , select

...

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

...

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

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

    1. View results 

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

  2. Click anywhere in the fee row 

...

  1. to open the Client Fee Details page

...

  1. Click Actions

...

  1. Select Edit Client Fee 

...

  1. from the drop-down menu

  2. Complete edits as needed in the

...

  1. Edit Client Fee form wizard  

...

Click Update 

  1. Click Save and Yes to confirm 

    1. A new client fee in Pending status will be created for the new amount

...

    1. . Follow the instructions above to Approve Client Fees.

    2. The previous

...

    1.  client fee will move to Rejected status and have a reference entry for the new client fee

Content by Label
showLabelsfalse
max5
spacesDCI
showSpacefalse
sortmodified
reversetrue
typepage
cqllabel in ("client_fees","fees","client_fee_type","billing_team","custom_drop_down") and type = "page" and space = "DCI"
labelsclient_fees fees

...