Managing Fees in Records

Set the following FIDs for users to add and manage record fee items in the Fees tab of the Record portlet, or the Fees in the application intake form.

• 8271-Fees Recalculate Fees

• 8104-Assess Fees

• 8313-Fee Item Note

• 8456-Fee Schedule Drop Down List

• 8326-Fee Estimate

Set the following FIDs for users to void fees, including invoiced fees, paid fees, and those fees related to point of sale.

• 8333-Void Invoiced But Unpaid Fee

• 8348-Void Paid Fee

• 8366-Void Payment

To allow a supervisor to void any non-paid fees but restrict them from voiding paid fees, enable FID 8333 and disable FID numbers 8348 and 8366 (see Figure 1).

Figure: Configuring Authority to Void Fees

A. When FID 8333, 8348 and 8366 are enabled, the Void button is available.

B. When FID 8333, 8348 and 8366 are disabled, the Void button is not available.

If FID 8366 is enabled then 8333 should be enabled (Point of Sale functions).

If FID 8333 is enabled then 8348 should be enabled (Void record Fee functions).