Assigning fee dimensions to a bill

Last modified 08:04, 24 Apr 2017

Overview

Your practice may want to assign the type of business to the fee income of a bill.

You can assign a fee dimension as they are submitted within the Billing Main window, or you can set up the fee dimensions and customise your Home Page to use the Toolbox: Fee Analysis History option.

Assign fee dimension to a bill

Your practice may want to assign the type of business to the fee income of a bill.

You can assign a fee dimension as they are submitted within the Billing Main window, or you can set up the fee dimensions and customise your Home Page to use the Toolbox: Fee Analysis History option.

  1. On your Home Page, in the Fee Analysis History window, click the Inv No. of the bill that you want to assign a fee dimension to.

OR

On your Client Page: Bills tab, click on the invoice hyperlink of the Invoice that you want to assign a fee dimension to.

NOTE

If a bill has had a fee dimension assigned to it, the box in the Analysed column will be checked.
  1. In the Dimension Analysis window, Fee Dimension column select the fee dimension from the drop-down list.

  2. In the Amount column, enter the amount you want to allocate to the dimension selected from the drop-down list.

  3. Enter any supporting information about the amount in the Comment field.

  4. Repeat steps 2 to 4 until the total amount of the bill is assigned to the fee dimensions.

Note

You will see an error message if you do not assign a fee dimension to the total amount of the bill.
  1. Click OK to save and close the window.

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