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The Fee Selection screen is used to create a new fee structure, select an existing fee structure to view or modify, or delete an existing fee structure.
To view only Current fee structures, select Current from the drop down box. Select All to view all current and expired fee structures.
To search for a particular fee structure, enter all or part of the relevant description and then click search.
Depending on your selection/search criteria, a list of fee structures will be displayed.
To view details, or modify a particular fee structure, place the cursor over the line where the fee structure is displayed and click.
To Add a new fee structure, click the Add button.
To Modify a fee structure, click the icon associated with the fee structure.
To Delete a fee structure, click the icon at the right had side of the screen for the relevant fee structure.
Deleting fee structures that are currently in use will cause issues when you next try to create invoices.
Before procedding, ensure that no child accounts are using the fee structure you wish to Delete.
It is not advisable to delete fee strucutres, for fee structures that have been used previously but have been superseded by a new fees structure best practice is to modify the old fee strucutre and set an expiry date at the bottom of the screen, from the "chain to" drop down box select the corresponding new fee.
For further information or assistance please call
0508 INFOCARE (0508 463622) or email help@infocaresolutions.co.nz
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