Assigning fee dimensions to a bill

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    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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