Entering Addendum Quick Charges
Entering Addendum Quick Charges
There are two ways to quickly add addendum billing counts for one-off charges that happen throughout the month (e.g. reimbursement for retail purchases, manager’s hours for special purposes, such as court hearings):
Adding a New Addendum Fee
Click Fee on the Task left navigation menu.
On the Add New Addendum Fee popup, select the association and enter the following information:
Type: From the dropdown, select the subtype to which this charge should apply.
Date: Date of the charge.
Description: Description of the charge.
Qty: Enter one (1) if there is only one reimbursable item (e.g., retail purchases).
Amount: Enter the total amount if there is no rate entered on the Addendum Rate screen.
NOTE: If a rate is set up, the system will calculate the Amount by multiplying rate and quantity, so leave this field blank.
Click Save.
Using Addendum Billing
Select Management > Addendum Billing. If you are using universal navigation, click Management > Setup > Addendum Billing.
Select the association.
Choose the Billing Type to add.
Click on a number or the Add… hyperlink in the Current Qty/Certified column.
On the Current Addendum Fees popup, click New.
Enter information in the following fields:
Date: Date of the charge.
Description: Description of the charge.
Type: From the dropdown, select the subtype to which this charge should apply.
Qty: Enter one (1) if there is only one reimbursable item (e.g., retail purchases).
Cert Qty: N/A.
Amount: Enter the total amount if there is no rate entered on the Addendum Rate screen. If a rate is set up, the system will calculate the Amount by multiplying rate and quantity, so leave this field blank.
Click Save.