Manage Predefined Fees

Manage Predefined Fees

A predefined fee is a set fee with a description, amount, and income account. 


1. Click Accounting on the Main Menu.



2. Click Fees



3.  On the main ribbon bar, select Predefined Fees.




Create New Predefined Fee

1. Click on Add



2. Predefined Fee screen will appear. Fill in the Predefined Fee details and click OK to create. 
  1. Description (mandatory) – is the title or name that will appear on the owner and/or tenant statements/invoices
  2. Amount (optional) – fixed value to charge the fee. If the amount varies you may this this as R0.00. You will be able to manually load the amount for the fee entry.
  3. Vat Type & Vat option (optional)
  4. Income account (optional) – if the fee account varies you may this this blank. You will be able to manually load the fee account for the fee entry.


3. Predefined Fee will be created and appear on the Fee List dropdown when creating fees.



Edit Predefined Fee

1. Click on the Predefined Fee Description to edit. 



2. Selected Predefined fee will open, make changes and click OK to update. 



3. Predefined Fee will be updated and appear on the Fee List dropdown when creating fees.


Delete  Predefined Fee

1. Select the tick box for the  Predefined Fee Description to delete. 



2. Click Yes to accept the prompt. 



3. Selected Predefined Fee will be deleted and removed from the Fee List dropdown when creating fees.

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