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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.
Tip: To view information on how fees are calculated and how to set up a new fee structure, see the Fees Update help notes (CLICK HERE)
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 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 with a choice to delete a fee structure, ensure that no child accounts are using the fee structure you wish to Delete.
TIP: Where a fee structure has been superseded by a new fees structure, best practice is to add the new fees structure then modify the old fee strucutre and set a date that the old fees will expire and select the corresponding new fee from the "chain to" drop down box .
For further information or assistance please call
0508 INFOCARE (0508 463622) or email help@infocaresolutions.co.nz
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