Service charges overview

Before you can assess service charges, you'll need to set them up for your firm and clients.
Once you've finished the setting up, go to
Actions
, then
Service Charges
to calculate and assess service charges (or late fees) for clients whose balances are past due.
note
You'll need permission from your firm administrator to view the
Assess Service Charges
screen.
The
Assess Service Charges
screen is a user-defined terminology screen. Your firm may refer to it by a different name. To view the default names for user-defined items, select
Help
, then
Enable Default Terminology
(or press
Ctrl+Shift+H
).

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