Activate Location Based Fees

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Follow these instructions when working in a multi-location environment where fees are set per location, rather than share between all locations.

Considerations

  • All locations will contain the same fee level names

  • Fee Level period dates will be the same for all locations

  • A user is able to set the default fee level on a per location basis i.e. each location can have a different default fee level

  • When a user activates Use Location Based Fees, the existing default fee levels for existing locations is kept

  • When a user activates Use Location Based Fees, Provider based fees is not possible

  • When a user selects Set as default level, the selected fee level will be made default for the location the user is viewing

  • Where a user adds a new fee level it will be made available to all locations

  • Where a user chooses to copy Fees when creating a new fee level all locations will be given the same Location Fees

Activate Location Based Fees

  1. Click the navigation menu > Location Setup > General page

  2. Group: Accounting: Invoices & Receipts 

  3. Use Location based Fees: Yes
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    1. Select if the fees of the current database should be used at all locations
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Next, Setup Location Based Fees

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