To add a new fee from the Fees list

  1. From the File menu, point to Open, and then select Fees.
  2. Click on the toolbar to open the Fee Entry window.
  3. Enter the desired information for the fee.
  4. Click on the toolbar to save the new fee.

The default Client ID for the fee transaction will be the same as the transaction selected on the Fees list. The Hours Worked, Hours to Bill, Amount, and Rate Code fields will be set to zero for the new transaction and the Category field will be set to the category assigned in the Client file. The default Sales Tax rate and billing rate are determined for every fee transaction.

  To add a new fee from the Fee Entry window

  1. From the File menu, point to Data Entry, and then select Fee.
  2. Click the Client button and select the desired client.
  3. Click on the toolbar. Enter the desired information for the fee.
  4. Click on the toolbar to save the new fee.

Once the first fee transaction for a data entry session has been entered, the Date for subsequent fee transactions will be the same as the previous transaction. The Hours Worked, Hours to Bill, Amount, and Rate Code fields will be reset to zero for each new transaction and the Category field will be reset to the category assigned in the Client file. The default Sales Tax rate and billing rate are determined for every fee transaction.

Note: A user will not be able to add a fee entry unless that user has been assigned access rights to add fee.

See also:   Toolbar Buttons