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 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 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 available on document templates to merge into generated financial documents. |
Cutoff Date | A cutoff 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. |
Invoiceable | Indicates whether this fee category may be used for batch-generated invoices. |
Allow Negative Adjustment | Indicates whether negative adjustments can be made to fee charges of the specified category. |
Invoice Document Template | The document template used when generating invoices in batch. |
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.