Add the same Fee to Selected Scheduled Units

This page will provide you with instructions on how to add the same Fee Amount to Selected Scheduled Units

Overview

If you have Scheduled Units that you want to have the same Unit Fee Amount applied and you are not using the Fee Rules, you can use this method of adding fees to those Scheduled Units. This method assumes that the fees have been added to the individual scheduled units rather than using the Fee Rules. As well as that the fees being changed in bulk will all have their fee updated to the same amount. Scheduled Units that are to show different fee amounts will need to be updated separately.

Workflow

1. Choose Units > Search Scheduled Units menus on the side. Enter the search criteria that will match the Scheduled Units to which you want to add the Fee Amount, e.g. selecting a Start Date and click the SEARCH SCHEDULED UNIT button to start searching.

1. You can further down your results by typing a keyword in the Filter Box. Once you have the list of Scheduled Units you are targeting, check the checkbox against each Scheduled Unit that you want to include and then click the ADD SCHEDULED UNITS TO LIST button.

1. It will now create a list with the Scheduled Units selected. Navigate to Scheduled Unit Details > Bulk Edit Scheduled Fee menus on the side.

This will give you the option to finalise your list of Scheduled Units. Click the REMOVE button against each Scheduled Unit that you want to remove from the list.

1. After you have finalised your list of Scheduled Units to be included in the bulk operation to add the same Unit Fee Amount, go to the FEES ASSOCIATED WITH SCHEDULED UNITS section and enter the amount applicable for the Scheduled Units on the list under the Fee field and click the UPDATE SELECTED FEES button.