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Adding Fees on the Fees Tab

The Add Fees button allows users to add fees that are not tied to the product type used to create the transaction, at the account level.

  1. Select Add Fees.
    Accounts Fees on the Fees tab on the Terms node

    The Modify Fees window appears, listing all the fees that exist at the system level that are not tied to the product type used to create the account.


    Modify Fees window

  2. Select a fee to add to the transaction.
    Users can also change the description of a user-defined fee within the Modify Fees window.
  3. Click Save.
    The fee is added to the fee list in the Fees tab. Any new fee that is added is placed in the sequence order that is determined in System Setup > Fees. If there is no sequence number for the new fee, it is added at the end of the list on the Fees tab. If a fee has been added through the Fees tab, it remains part of that transaction and cannot be removed by selecting Update Fees.
    Note If a fee has been added to the product type but the transaction has not been updated, the user must select Update Fees to display that fee. Fees tied to product type are not available on the Add Fees window.