Table of Contents

Fee Frequencies

Accounts may be assessed a fee on a regular basis for a variety of reasons. Examples of such fees include:

Setting up Fee Frequencies makes assessing fees to a large number of accounts quick and convenient.

Note: Fee Frequencies by themselves do not do much. They are essentially labels assigned to an account to make it easier to charge fees to a group of accounts. Combined with Group Deductions, Fee Frequencies become a powerful tool.

Setting Up Fee Frequencies

  1. Within Liberty select Setup > Maintain > Fee Frequencies.
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    The Maintain Fee Frequencies Dialogue Box will open.
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  2. Selecting the Add button or the Edit button will open the details of the Fee Frequency. Selecting the Delete button will delete the Fee Frequency.
    Note: Once a Fee Frequency has been used, it cannot be deleted. You will get the following error.
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    Fee Frequency Details box.
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  3. Enter in a value for the Fee Frequency and press the OK button.
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  4. You should see the new fee frequency. Press the OK button when done.
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Fee Frequencies Charities / Charity Accounts Client User Fields Filter Codes Group Deductions Item Dispositions Item User Fields Locations Payment Accounts Recurring Fee Types Reminder Types