Add Fees and Fines to a Record

The fee system relies on data entered within the record to calculate the fees correctly. Each module has a Fees tab where fees are entered and attached to records:

• Permits: If you calculate by the project's square footage, you must populate the usable floor area field under the structure tab of the permit. If you calculate by project cost or project value, you must populate that data under the property tab of the permit record. The fee system will then calculate the required fees.

• Violations: The system can calculate based on violation record counts and citations issued.

During implementation, the fee structure is set up for each customer. The system can eliminate almost all of the manual calculations and streamline the entire fee management process.

Instructions

1. Sign in to your site

2. Click the Permitting System menu:

3. Click List:

4. Search for and select a record from the list:

   Note:

   To search using specific information, click the Open and Close Search button. This expands additional search options. It will allow you to filter results by applicant, property, structure, miscellaneous details, and conditions.

   

5. Click Edit (Permitting and Project Systems only):

6. Navigate to the Fees tab:

7. In many cases, Default Fees are automatically attached to the record. If all the required fees are automatically added, skip to step 10:

8. If additional fees need to be added to the record, click the Add Another Fee link:

9. Click Add Another Fee:

   

10. Select a Fee Type from the dropdown list:

    Note:
    The dropdown box will provide a list of all the fee types that are related to the specific module you are in.

11. If needed, repeat steps 8 to 9 until all fees have been added to the record

12. While the system calculates many fees, the user can override those by entering the required Total:

    • Fee: Displays the selected fee being calculated

    • Cost: Enter the base cost used to calculate the fee

    • Value: Enter the project value used in the fee calculation

    • Area: Enter the total area used to calculate the fee

    • Area Structure: Enter the structure area used in the calculation, if applicable

    • Area Building: Enter the building area used in the calculation, if applicable

    • Area Total And Habitable: Enter the total and habitable area used in the calculation

    • Total: Displays the calculated total fee amount

      Note:
      You can also override the cost, value, or area fields; however, this is not recommended.

13. If you need to complete calculation details for the fee, click the Click here URL and fill out the necessary fields:

    Note:
    Some fees require you to enter a quantity, such as the number of units, lots, hours, outlets, or fixtures. You must enter this amount manually. The system cannot determine the correct quantity for you.

14. Click Save Fees:

15. Click Exit Fees to close the window:

16. You can now create an invoice and apply payments to the record

Supporting Articles

• Void/Reverse Payments, Invoices, & Fees

• Create an Invoice