This screen allows you to:
Add, Delete or edit an existing recurring fee entry.
Before you begin:
Choose the Recurring Fees File from the File Maintenance Menu. If you want to use a rate to associate with the fee, create it first in the Rate Definition File, Recurring Fees screen.
Prompt descriptions...
Search:
Enter a search value, such as the ID or description of a Recurring Fee to modify or delete and click GO
Show all:
This option displays a list of existing items on file. Choose from the select list displayed when choosing the Show all option. Highlight the item and press <Enter> or double-click to retrieve the record.
New:
Click "New" to create a fee that has not been entered before.
Enter the Description:
Describe the recurring fee in 30 characters or less.
Statement description:
Enter the description you wish to appear on the owner statement. You are allowed up to 15 characters.
Enter amount or [x] Use Rate Table:
Enter the amount you wish to charge. This can be a flat fee or a seasonal fee that uses a rate. This is optional.
If you check Use Rate Table, the rates become live and you can click the down arrow at the end of the text box to select an existing recurring fee rate from the list. This means that you must have already created the rate in the Recurring Fees Rate File.
Enter GL account to credit, or [Select] from list:
Enter the GL account number.
Click the down arrow at the end of the text box if you wish to view the GL accounts to choose from. Use your arrow keys to highlight the appropriate account and double click or press <Enter>.
Enter AP account or Select from list:
Enter the AP account number.
Click the down arrow at the end of the text box if you wish to view the accounts to choose from. Use your arrow keys to highlight the appropriate account and double click or press <Enter>.
Enter a Vendor or Select:
Enter an existing vendor or select from the list of existing vendors.
Section:
Choose the section of the Owner Statement to print the fee, Work Order or Miscellaneous.
Enter date to post:
Enter the dates to post the charge. You may select 13 individual dates for posting.
[OK], [Cancel] or [Delete]:
To modify your information click on a text box beside the item you wish to change an re-enter the information.
Click [Cancel] to abandon any changes made. If a new recurring fee number was entered it will not be placed into the system if this option is chosen.
Click [Delete] to delete this entry.
Click [OK] to update any changes made to this recurring fee number. This option saves a new number or any changes made to an existing entry.
The system will return to the first prompt after you click [OK], [Cancel] or [Delete].