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Description: In this topic you Description: In this topic, 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

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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 dropdownFill out drop-down menu

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

1. Select Item Type: Select Fee Type from the Item Type dropdown

2. Specify the Item Name Select a status of : Create a name for the fee type

3. Item Status: Select Active or Inactive  

7. Click Save 

8. Click Yes in the confirmation alert window  

9.  and Yes to confirm

 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 dropdowndrop-down menu

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

Select the Client Fee Type you wish

1. .

6. Click anywhere in the Fee Type row 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 detailsSelect

8. Click 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 form wizard

1. Optionally update status to active or inactive

11. 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 buttonS

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

The funding type must be dollars to

6. Account

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

7. The funding Account Details page will open up

8. Select Click Actions button

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

10. Complete the Add New Client Fee form wizard

11. Click Save 

12. 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. Under the Approve column

8. Select the A to Approve

Select

9. , select

Fee, to only view pending fees

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

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

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

1. Click A to approve OR click the red R to Reject View the details of the pending fee by clicking anywhere in the reject 

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

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

13. 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 the submenu 

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

Use

5. and Adjustments from the submenu 

6. In the filter Select Entry Type

dropdown and

7. , select

Fee, to only view fees

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

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

10. View the details of the fee by clicking anywhere in the row  Fee. Enter other specific criteria as needed and click Search.

1. View results 

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

11. Click anywhere in the fee row to open the Client Fee Details page

12. Select theClick Actions button

13. Select Edit Client Fee in the actions dropdownMake edits in the from the drop-down menu

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

15. Click Update 

16. 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. T he 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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