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THIS PAGE IS UNDER CONSTRUCTION |
Overview
Fees are classified into a Fee Category. Fee categories, in combination with fee types provide classification of various application fees or permit invoice fees.
Managing Fee Categories
To manage permit types, navigate to Admin > Lookups > Fee Category.
Adding or Editing a Fee Category
From the Fee Category List page, either click the Add New Fee Category button or Open an existing fee category. This opens the Edit Fee Category page:
The following fields are displayed on the screen:
| Field | Description |
|---|---|
| Fee Category Code | The internal reference code used to uniquely identify the fee category. |
Fee Category Description | The text description for the fee category. This value must be unique. |
| Program Area | The program area for which the fee is applicable. |
| Billing Contact Role | Affiliation role/type associated with this fee category (that gets used when invoicing) |
| Staff Contact | Internal agency staff |
| Cutoff Date | A cutoff date may be optionally selected ... |
| Invoiceable | |
| Allow Negative Adjustment | Indicates whether negative adjustments could be made to a fee charges of the specified category. |
| Invoice Document Template |
Saving Changes
To save changes click the Save button. A message will display confirming the save. To cancel saving or return to the list after saving, click the Cancel button.
Inactivating or Activating a Permit Category
The Status displays in the right side panel. The Inactive | Active toggle control activates or inactivates the fee category.