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This article applies to:

  • Product: DT Practice

Assessing service charges

Before you can assess service charges, your firm administrator must set up service charge information.
  1. Choose
    Actions
    Assess Service Charges
    .
    note
    The
    Assess Service Charges
     screen is available only if you have security privileges for service charge data.
  2. Enter a date in the
    Calculate Service Charges through
     field.
  3. DT Practice calculates all service charges according to the rates your firm has set up.
    tip
    To print the items shown on the screen, select the
    Journal
     button.
  4. If you want to narrow down the list of service charges, select an item from the
    Filter
     drop-down list, or select the More button to create your own filter.
  5. Mark the checkbox for each service charge you want to assess.
  6. Select the
    Post Selected
     button.
note
  • If you have security privileges, you can override the service charge amounts DT Practice calculates. Overridden amounts will appear in red numerals. To override a service charge, edit the amount in the Service Charge column, and then post your changes. Unposted changes will revert to the calculated amounts.