Fee Schedules

Fee Schedules

Overview

Actions

Field Descriptions

Availability
  • Standard
  • Professional
  • Enterprise

Overview

When you create a Client record, the Fee Schedule dropdown lists the specific terms by which the client will be billed. This Fee Schedule module enables you to define items available on the Fee Schedule dropdown in the Clients module.

Actions

Follow the instructions below to perform tasks such as creating, editing, and exporting Fee Schedule records.

To…

Then…

Create a Fee Schedule record

  1. Click Admin > Fee Schedule on the Profile menu.
    THe Fee Schedules List View displays.
  2. Click Create New.
    The Fee Schedules Create Form displays.
  3. Complete the Fee Schedules Create Form. See Field Descriptions for information about each field. Fields that have an asterisk (*) are required; you must enter data in the field to save the record.
  4. Click Save to save the record and view its detail page, or click Cancel .

Display a list of Fee Schedules

Click Admin > Fee Schedule on the Profile menu.

Display the details for a Fee Schedule record

Click the Fee Schedule name in the Fee Schedules List View.
The Fee Schedules Detail View displays.

Edit Fee Schedule information

  1. Click the edit icon (pencil) associated with the Fee Schedule record in the Fee Schedules List View.
  2. Update the Fee Schedule information. See Field Descriptions for information about each field.
  3. Click Save to update the record.

Suppress one or more Fee Schedule records

  1. In the Fee Schedules List View, click the Selection box associated with the record(s) you want to suppress.
  2. Click Suppress.
    A confirmation box displays.
  3. Click OK.
    The records are suppressed.

You can also suppress a single Fee Schedule record by clicking Suppress on the Fee Schedules Detail View.

Update information related to multiple Fee Schedules

  1. In the Fee Schedules List View, click the Selection box associated with the records you want to update.
  2. Click Mass Update in the Actions dropdown.

For more information, see Editing and suppressing multiple records.

Duplicate Fee Schedule information

Click Duplicate in the Fee Schedules Detail View. Duplication is a convenient way of creating a similar Fee Schedule. You can change and save the information in the duplicate record to create a new record.

Find and merge duplicate records

Follow the instructions in Merging duplicate records.

Export records

  1. In the Fee Schedules List View, click the Selection box associated with the records you want to export.
  2. Click Export in the dropdown and follow the instructions in Exporting data.

Field Descriptions

Fields that have an asterisk (*) are required; you must enter data in the field to save the record.

Name*

Enter a name for the fee schedule. This is a mandatory field.

Assigned to

By default, the record is assigned to the creator of the Fee Schedule record. To change the assignment, click the user on the Users Popup List View (displays upon clicking the Selection arrow) or the list of users matching the character(s) you enter.

Description

Enter a description of the fee schedule.

Teams *

By default, your private team is assigned as the primary team. To change the primary team assignment, click the team on the Teams Popup List View (displays upon clicking the Selection arrow) or the list of teams matching the character(s) you enter.

To assign additional teams to the Fee Schedule, click add (+) and click the team as described above. For more information on assigning teams, see Assigning Users and Teams to Records. This is a mandatory field.

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