Add a Client Fee Schedule

Use the Fee Schedule Detail dialog box to add a fee schedule for a client. The fee schedule takes effect on the date you specify and remains in effect until you add a fee schedule with a later effective date.

To add a client fee schedule

1. In the Navigation pane, click System Codes and Settings > Accounts > Client.

Tip: To limit the clients that display in the data grid, click one or more check boxes next to a column heading. In the Filter box, type one or more characters and then press Enter. To clear a filter, clear the check boxes and then click the Refresh icon.

2. In the data grid, click the Edit icon and then click Fee Schedule.

3. In the list box, click the fee class and then click the plus sign (+).

Name: Client's name.

Code: Unique code that identifies the client. 

Fee Class: Category of fee schedule.

Effective Date: Date the fee schedule takes effect.

Fee Code: Unique number that identifies the fee schedule to use.

4. Complete the information and then click Save.

Related Topics

Search for a Permission or System Code

Data Grids

Client Fee Schedule