|
|
| Line 1: |
Line 1: |
| − | <div style="color: #5F497A; font-family: Calibri; font-size: 9pt; margin-bottom: 12pt; margin-left: 18pt;"><span id="wwpID0E0YX0HA">(Finance or Administrator permission level required)</span></div>
| + | # Click Groups in the left-hand menu. |
| − | <div style="margin-left: 36pt;">
| + | #Click the Home tab and then click the title of the desired Group. |
| − | <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
| + | #Click the Fees tab. |
| − | <tr valign="baseline">
| + | #:[[File:Group fees 2020.jpg|600px|center]] |
| − | <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">1. </div></td>
| + | #Click '''Assign Fee Item'''. |
| − | <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0XX0HA">Click </span><span style="font-weight: bold;">Groups</span> in the left-hand menu.</div></td>
| + | #:[[File:Assign group fee item 2020.jpg|600px|center]] |
| − | </tr>
| + | #Select the desired Group fee item from the '''Fee Item Type''' drop-down list. |
| − | </table>
| + | #Make changes as desired to the Fee Item fields. |
| − | </div>
| + | #Click '''Save''' |
| − | <div style="margin-left: 36pt;">
| |
| − | <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
| |
| − | <tr valign="baseline">
| |
| − | <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">2. </div></td>
| |
| − | <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0WX0HA">Click the </span><span style="font-weight: bold;">Home</span> tab and then click the title of the desired Group.</div></td>
| |
| − | </tr>
| |
| − | </table>
| |
| − | </div>
| |
| − | <div style="margin-left: 36pt;">
| |
| − | <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
| |
| − | <tr valign="baseline">
| |
| − | <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">3. </div></td>
| |
| − | <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0VX0HA">Click the </span><span style="font-weight: bold;">Fees</span> tab.</div></td>
| |
| − | </tr>
| |
| − | </table>
| |
| − | </div>
| |
| − | <div style="margin-left: 36pt;">
| |
| − | <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
| |
| − | <tr valign="baseline">
| |
| − | <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">4. </div></td>
| |
| − | <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0UX0HA">Click </span><span style="font-weight: bold;">Assign Fee Item</span>.</div></td>
| |
| − | </tr>
| |
| − | </table>
| |
| − | </div>
| |
| − | <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0TX0HA">[[File:CMBilling.1.081.1.jpg]]</span></div>
| |
| − | <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span id="wwpID0E0SX0HA">Figure 5-2 Assign Fee Item</span></div>
| |
| − | <div style="margin-left: 36pt;">
| |
| − | <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
| |
| − | <tr valign="baseline">
| |
| − | <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">5. </div></td>
| |
| − | <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0RX0HA">Select the desired Group fee item from the </span><span style="font-weight: bold;">Fee Item Type</span> drop-down list.</div></td>
| |
| − | </tr>
| |
| − | </table>
| |
| − | </div>
| |
| − | <div style="margin-left: 36pt;">
| |
| − | <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
| |
| − | <tr valign="baseline">
| |
| − | <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">6. </div></td>
| |
| − | <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0QX0HA">Make changes as desired to the </span><span style="font-weight: bold;">Fee Item</span> fields.</div></td>
| |
| − | </tr>
| |
| − | </table>
| |
| − | </div>
| |
| − | <div style="color: #5F497A; font-family: Calibri; font-size: 9pt; margin-bottom: 12pt; margin-left: 18pt;"><span id="wwpID0E0PX0HA">To create invoices for a group that has been assigned a fee item with a One-Time Billing Cycle, </span><span style="font-weight: bold;">Bill Group Now</span> must be selected on the Group <span style="font-weight: bold;">Fees</span> tab. </div>
| |
| − | <div style="color: #5F497A; font-family: Calibri; font-size: 9pt; margin-bottom: 12pt; margin-left: 18pt;"><span id="wwpID0E0OX0HA">Creating invoices for a group that has been assigned a fee item with a </span><span style="font-weight: bold;">Billing Cycle</span> of Annual, Semi-Annual, Quarterly, or Monthly, allows you to invoice from the <span style="font-weight: bold;">Billing</span> module by selecting the Group <span style="font-weight: bold;">Batch Type</span> and the appropriate Billing Month. These fees are treated as recurring fees and will be included automatically in Group billing batch.</div>
| |
| − | <div style="margin-left: 36pt;">
| |
| − | <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
| |
| − | <tr valign="baseline">
| |
| − | <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">7. </div></td>
| |
| − | <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0NX0HA">Click </span><span style="font-weight: bold;">Save & Exit</span>.</div></td>
| |
| − | </tr>
| |
| − | </table>
| |
