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Description: In Description: In this topic, the user will learn about client fees. Client Client Fees 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 dollarfees only apply to dollar-based authorizations. Client Fees can be mass-imported and mass-imported and mass-approved. To learn how to import Client Fees, see the article Admin the article Admin Guide - Import Module in Module in the Help Center.
Role Required: Super UserSuper User, Billing Team
Permission Required: Import Admin
FI Mode Only
Add Client Fee Type
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Log in to DCI
Select Settings from
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the main menu
Select Custom Drop Down
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Click Actions
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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
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Log in to DCI
Select Settings from
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the main menu
Select Custom Drop Down
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from the submenu
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Select Fee
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Type in the Select Item Type filter drop-down menu
Click Search
View the results
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table below the search box
Optionally,
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click Export to download to a CSV file.
Click anywhere in the Fee Type row
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to view or edit it
The Custom Drop Down Details page will open
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Click Actions
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Select Edit Custom Drop Down Item
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from the drop-down menu
Make edits as needed in the Edit Custom Drop Down Item form wizard
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Click Save and Yes to confirm
Add Client Fee to Funding Account
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Log in to DCI
Select Authorization from
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the main menu
Select Funding Accounts from the submenu
Enter specific criteria into the filters and
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click Search
Click anywhere in the row
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to select the Funding Account
Please note:
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The funding type must be dollars to add a new client fee
The funding Account Details page will open
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Click Actions
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Select Add New Client Fee
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from the drop-down menu
Complete
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the Add New Client
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Fee form wizard
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Entry Type: Defaults to Fee
Fee Type: Select the fee type from the drop-down menu
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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
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and Yes to confirm
Approve/Reject Client Fees
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Log in to DCI
Select Authorization from
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the main menu
Select Pending Fees and Adjustments
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from the submenu
In the filter Select Entry Type,
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select Fee. Enter other specific criteria as needed and
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click Search.
In the results table,
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under the Approve column:
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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.
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Click Actions and select Approve or Reject from the drop-down menu
Select Yes
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in the confirmation alert window
View, Edit, or Export Client Fees
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Log in to DCI
Select Authorization from
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the main menu
Select Clients Fees and Adjustments
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from the submenu
In the filter Select Entry Type,
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select Fee. Enter other specific criteria as needed and click Search.
View
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results
Optionally,
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click Export
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to download to a CSV file.
Click anywhere in the fee row
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to open the Client Fee Details page
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Click Actions
Select
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Edit Client Fee
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from the drop-down menu
Complete edits as needed in the Edit Client Fee form
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wizard
Click
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Save and Yes to confirm
A new client fee in Pending status will be created for
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the new amount. Follow the instructions above to Approve Client Fees.
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The previous client fee will move to Rejected status and have a reference entry for the new client fee
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