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Description: In this topic you will learn about client fees. The functionality of Client Fees allows Description: In this topic, the user will learn about client fees. 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 -imported and mass-approved. To learn how to import Client Fees, see the “Admin the article Admin Guide - Import Module” in 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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Log in to DCI
Select Settings from
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the main menu
Select Custom Drop Down
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Select Actions button
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from the submenu
Click Actions
Select Add New Custom Drop Down Item from the
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drop-down menu
Complete the Add New Custom Drop Down Item form wizard
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Item Type: Select Fee Type
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Item Name
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: Create a name for the fee type
Item Status: Select Active or Inactive
Click Save
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Click Yes in the confirmation alert window
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
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results table below the search box
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Optionally
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, click Export to download to a CSV file
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.
Click anywhere in the Fee Type row to view or edit it
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The Custom Drop Down Details
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page will open
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Select Actions button
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Click Actions
Select Edit Custom Drop Down Item
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from the drop-down menu
Make
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edits
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as needed in the Edit Custom Drop Down Item
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Optionally update status to active or inactive
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Click Save
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form wizard
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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Click Funding Accounts in the submenu
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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
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Click anywhere in the row
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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
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Click Actions
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Select Add New Client Fee
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Complete the Add New Client Fee form wizard
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Click Save
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Select Yes in the confirmation alert window
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
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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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Enter criteria into the filters and click the Search button
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from the submenu
In the filter Select Entry Type
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View the table below the search box with the update search criteria results
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Under the Approve column
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Select the A to Approve
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Select the red R to Reject
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, 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
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Click the Actions button and select Approve or Reject from the dropdown
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.
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
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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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Enter criteria into the filters and click the Search button
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from the submenu
In the filter Select Entry Type
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View the table below the search box with the update search criteria results
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Optionally select the Export button, the table will be automatically downloaded in a CSV file
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, 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
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Click Actions
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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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Click Update
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Select Yes in the confirmation alert window
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wizard
Click 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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