Fee Disbursement Holds

There are two types of holds that can be placed on fees that should not be disbursed during the regular disbursement process indefinite and until paid.

* Hold Indefinitely

If an indefinite hold is placed on a fee, that fee is not disbursed until the hold is manually removed from the location where it was set. An indefinite hold may be set if information about the recipient, like an address, is not available. After the necessary information is obtained, the hold can be released and the fee can be disbursed.

There are multiple ways to set and release indefinite holds:

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Recipient's Record

If all fees disbursed to a certain recipient should be held indefinitely, a hold can be placed from the recipient's record by the system administrator. After an indefinite hold is placed on the recipient's record, the hold must be manually removed from the recipient's party record before fees for that recipient can be disbursed.

If an indefinite hold is set for a recipient and that recipient is selected as the recipient for the fee,

is displayed beside the recipient's name on the Edit Fee Detail dialog box. Regardless of which holds are set or removed for the case, a recipient's indefinite hold overrides any holds placed from the case.

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Edit Fee Detail

From a specific case, indefinite holds can be placed and cleared on the Edit Fee Detail dialog box. Select the Hold* check box beside a fee to place an indefinite hold for that fee. After a hold has been set, clear the check box to release the hold.

If an indefinite hold has already been set up as a default for the fee code, the Hold* check box is automatically selected. The hold can be released for the specific fee instance on the case by clearing the check box.

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Fee Code

When a fee code is set up through the Administration option, the system administrator can indicate that the fee should be held by default. This is an indefinite hold.

When a fee schedule containing that fee is applied to a case, the indefinite hold (Hold*) is automatically set on the Edit Fee Detail dialog box. The hold can be removed if needed by clearing the Hold* check box.

** Hold Until Fully Paid

Fees may also be held until they are fully paid. For example, a recipient may request to receive a single check when a fee is completely paid off instead of several smaller checks as individual payments are made. This type of hold can be set for individual fees on a case through the Edit Fee Detail dialog box.

Select the Hold** check box beside a specific fee to hold the fee until fully paid.

Note: When a fee code is added by the system administrator, the fee can be set up to collect escrow. Holds cannot be placed for a fee if the fee is not set up to collect escrow.