Fee Adjustment Fields

Date

When posting fee adjustments, the current date is automatically displayed in this field.

Enter the date when the adjustment takes place. You cannot enter a future date here. If you do not have the right to backdate transactions, this is shown as view only.

Show Amounts/ Show Adjustments

There are two ways to view the adjustment amounts on the Enter an Adjustment on Case dialog box. Which of the following views you choose determines how the adjustment information should be entered:

•

Select Show Amounts to see the actual amount of each fee, payment, and credit. When in this view, enter the actual amount that you want a fee to be changed to. For example, if you want to change a fee from $45 to $30, click the cell that contains the fee amount and enter 30.

You can also adjust a fee by indicating how much that fee should be increased or decreased. For example, if a fee is $20 and it should be increased by $10, enter +10 to increase the fee by that amount. To decrease a fee by $10, enter -10. This is referred to as a relative result. After you enter the adjustment, the end result of the fee amount is displayed.

After a fee is adjusted,

is displayed next to the amount if it was adjusted up, and

is displayed if the amount was adjusted down.

•

Select Show Adjustments to see only the amount of the adjustments and how the adjustments affect the fee columns on the screen. For example, if a fee was decreased by $10, the screen displays -10 in the fee column instead of the actual amount of the fee. Fee increases are displayed in green, while fee decreases are displayed in red.

Fees that have not been adjusted are not displayed when in the Show Adjustments view. When in this view, you do not have the option to enter new amounts; you can only enter the amount of the increase/decrease for the fee.

Show Indirect Fees

Indirect fees are fees that were paid to a third party and are being recorded by the clerk but for which the clerk did not receive any direct payment. Select this check box to show indirect fees. These fees are identified with

in the Fee Schedule column. Information for indirect fees is only displayed in the Charges column.

Fee Schedule

This column displays a description and date of the fee schedules for the selected party. Click

to expand the fee schedules and see the individual fees and amounts. Indirect fees are identified with

.

The schedules are sorted in ascending order based on the priority of the associated fee category. If there is more than one fee category with the same priority, they are sorted alphabetically.

Within each fee category, fees are sorted ascending alphabetically based on the fee description.

Charges

This column shows the total of the charge transactions for the fee schedule. When you increase charges, the balance increases. Charges cannot be adjusted below zero.

Right-click an adjusted fee and select Reset to restore that fee to its original amount.

Payments

This column shows the total of the payment transactions for the fee schedule. You cannot make changes to these amounts unless you are signed on to a till.

When you increase payments, the balance decreases and escrow increases. Payments cannot be adjusted below zero.

Right-click an adjusted fee and select Reset to restore that fee to its original amount.

Credits

This column shows the total of the credit transactions for the fee schedule. When you increase credits, the balance decreases. Credits cannot be adjusted below zero.

Right-click an adjusted fee and select Reset to restore that fee to its original amount.

Balance

This column is equal to Charges minus Payments minus Credits. You cannot edit this column.

Disb (disbursements)

This column displays the total of the disbursement transactions for the fee schedule or code. You cannot edit this column.

Escrow

This column is equal to Payments minus Disbursements. You cannot edit this column.

Current Adjustments

This line shows the relative change made during the adjustment. If no changes were made to a column, “None” is displayed here in black. If changes have been made but the net effect is zero, “0.00” is displayed. An increase to the column is displayed in green, while a decrease is displayed in red.

Adjusted Totals

This line shows the adjusted fee total for all fee schedules (excluding indirect fees).

Indirect Totals

This line shows the fee total for indirect fees only (i.e., those fees identified with

). This line is only visible if the Show Indirect Fees check box at the top of the dialog box is selected.

Reason

Select a reason from the drop-down list.

Comment

Type notes or comments related to the record. Click

for additional space. Click

to check the spelling of the text entered.

User

The current user logged in is displayed here.

Station

This displays the station if the user is currently logged into a till. If the user is not currently logged into a till, this line is not displayed.

Till

If you are currently logged on to a till, that till is displayed here. If not logged on to a till, this field is blank. Click

to sign on to a till.

Pause the mouse pointer on the till information to display a tooltip showing the cashier ID, if one exists, and a description of the collection station.