Assess service charges

  1. Select
    Actions
    , then
    Assess Service Charges
    .
    note
    The
    Assess Service Charges
    screen is available only if you have security privileges for service charge data.
  2. Enter a
    Calculate Service Charges through
    date.
    note
    • Practice CS calculates all service charges according to the rates your firm has set up.
    • To print the items shown on the screen, select
      Journal
      .
  3. Use the
    Filter
    dropdown list to narrow the list of service charges, or select
    More
    to create your own filter.
  4. Mark the checkbox for each service charge to assess.
  5. Select
    Post Selected
    .
    note
    The
    Assess Service Charges
    screen is a user-defined terminology screen. Your firm may refer to the screen by a different name. To display the default names for user-defined items, select
    Help
    , then
    Enable Default Terminology
    (or press
    Ctrl+Shift+H
    ).
    If you have security privileges, you can replace the service charge amounts that Practice CS calculates. Replaced amounts will appear in red. To replace a service charge, edit the amount in the Service Charge column, and then post your changes.