Financial Groups

You can group together fee codes and fee schedules as well as add multiple financial groups to cases. This functionality allows all of the fee schedules to be maintained as a single entity, and it also lets you provide receipts that include fee detail.

After financial groups are enabled, you can have multiple judgments on a case. Each group of fees has its own interest rate and interest start date.

Select a financial category on the Summary view of the Financial tab, and click the Financial Group button to access the Financial Groups dialog box. This dialog box opens only if a financial group exists on the case.

Pay Off Detail

The Pay Off Detail section calculates the balance of all financial groups, including any interest. Enter the date when the payment is accepted. The date must be the current date or a date in the future. After you leave the As Of field, the balance is displayed next to the Balance Due field.

Financial Groups

The Financial Groups section lists all of the details for the financial groups added to a case. Use the

and

icons to copy fee schedules on financial groups.

The table in this section contains the following columns.

Column	Description
Description	Lists out each financial group as defined on the Add/Modify Financial Group dialog box. If the financial group has joint and several liability, is displayed beside the description.
Int Begins	Supplies the date interest began accruing. This date is configured on the Add/Modify Financial Group dialog box.
Interest	Shows the interest rate as captured in the Rate field on the Add/Modify Financial Group dialog box and the compound type.
Bal Before Int	Shows the financial group balance before interest is calculated.

Right-click Options

Right-click Option	Description
Delete	Right-click a financial group and select Delete to remove it.