Fee Categories
- Alecia Elia (Unlicensed)
- Will Rensmith
- Balaji Narayanan
Overview
Fees are classified into a Fee Category. Fee categories, in combination with fee types, provide classification of application fees or drive creation of invoices (Invoice Sets). Fee categories also provide classification of application and submission fees for integration with agency financial systems.
Managing Fee Categories
To manage fee categories, navigate to Admin > Lookups > Fee Categories.
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 New Fee Category or Edit Fee Category page. The configuration options fall under the following categories:
Basic Fee Category Information
Staff Contact and Address
Fee Numbering
Periodic Invoicing
Basic Fee Category Information
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. |
Fee Category Long Description | A long text description for the fee category. This is displayed to the agency user when selecting a fee to add to a submission. The long description helps ensure that the user in selecting the appropriate fee. |
Program Area | The program area for which the fee is applicable. |
Allow adjustment resulting in a negative balance due | Indicates whether negative adjustments can be made to fee charges of the specified category. |
Enable fee violations tab | Allows fees of this category to have one or more violations added. For example, if non-payment of a fee may result in a violation that can then be referenced on a future compliance action, this box should be checked. |
Staff Contact and Mailing Address:
Field | Description |
|---|---|
Staff Contact | Internal agency staff available on document templates to merge into generated financial documents. |
Billing Address | Mailing address information for check payments. Fields can be included in Receivable document templates. |
Periodic Invoicing
Field | Description |
|---|---|
Generate Period Invoices? | Checking this box enables the fee category to generate periodic invoices via the "Invoice Generation" menu. Once set, this is irreversible. |
Functional Area | Indicates if the Fee Category is applicable to Compliance Actions or Permits. |
Fiscal Year End Date | A Fiscal Year End Date may be optionally selected to specify the date for end of the fiscal year. Note: Only the month and date are used—the year is ignored. |
Invoice Frequency | If a Fiscal Year End Date is input, an Invoice Frequency may be specified. Invoice Sets will be generated for each period. For example, if frequency is set to “Quarterly”, four sets will be created for a given year. |
Invoicing Contact Role | Affiliation role/type associated with this fee category (that gets used when invoicing). |
Invoice Document Template | The document template used when generating invoices in batch. |
Create multiple invoices when permit is tied to many fee types | Checking this box enables multiple invoice documents to be generated specific to each fee type related to the fee category (if applicable). |
Fee Calculation Procedure Name | Stored procedure that has the logic to calculate the fee when the prelist (prior to finalization of the invoice) is generated. |
Saving Changes
To save changes, click the Save button. A message is displayed, 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. Invoices will not be generated for inactive fee categories.