The fee system relies on data entered within the record to correctly calculate the fees. Each has a Fees tab where fees are entered and attached to records:
Permits: If you calculate by the square footage of the project, 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.
Add Fees / Fines to a Record
Sign in to your site
Navigate to the applicable module and select List:
Search for and select a record from the list:
Click Edit (Permitting & Project Systems only):
Navigate to the Fees tab:
Click Add/Edit Fee Charges
In many cases, Default Fees are automatically attached to the record. If all the required fees are automatically added, skip to step 10:
If additional fees need to be added to the record, click Add Another Fee link:
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.If needed, repeat steps 8 to 9 until all fees have been added to the record
While the system calculates many fees, the user always has the ability to override those by entering the required Total:
Note:
You can also override the Cost, Value, or Area fields but that is not recommended.If you need to complete calculation details for the fee, select Click here and fill out the necessary fields:
Note:
Customers may have fees that require the user to enter a specific quantity such as the number of units, lots, number of hours, number of outlets, number of fixtures, etc. If a fee requires a specific entry, this must be entered manually as the system has no way to know how many of the items you need.Click Save Fees:
Click Exit Fees to close the window:
You can now create an invoice and apply payments to the record
Add Impact Fees
The system provides a record itemization process. This allows users to add Impact fees and other similar fees that need to be selected per record.
Sign in to your site
Navigate to the applicable module and select List:
Search for and select a record from the list:
Click Edit (Permitting & Project Systems only):
Navigate to the Fees tab:
Select the Record Itemization link:
Click the checkbox(s) to the left of each Impact Fee that must be added to the record:
Note:
Some impact fees require a quantity to be entered. Enter the amount in the QTY. field.
Click the Save button within the impact fee window:
The user will be returned to the fee tab with the additional impact fees added
Adjust Fees / Fines
Important Note:
Any changes made to fees/fine records can seriously affect invoices and payments associated with those fees/fines. Adjusting dates of fees/fines (the date they were entered in the system) can also affect payment dates. Users should avoid having fee/fine dates newer than the date a payment was made and associated with the fee/fine.
Sign in to your site
Navigate to the module, select List, and select the record you wish to modify:
Click Edit (Permitting & Project Systems only):
Navigate to the Fees tab:
Click Add/Edit Fee Charges:
To change a Date, select the calendar for the fee/fine and choose a new date:
If needed, adjust the Amount:
Note:
If the amount field will not allow you to edit, it means the fee/fine is associated with an invoice and/or a payment. You will not be able to adjust the amount unless the entire invoice and/or payment associated with the fee is voided.
Select the Change Amounts & Dates button to save the changes
Click the Exit Fees button:
Note:
Do not click the Save Fees button or it will wipe out the changes just completed.