The module can be accessed via Fees or Fee Manager in the top navigation menu.
Note: Presently only Christchurch City Council use this module. If you are interested in finding out more, please get in touch with us at [email protected].
Fee manager table
The main view of the Fee Manager shows two sections: Current Fees (in effect now) and Scheduled Fee (in effect in future), displayed as interactive tables (screenshots above).
The tables allow you to:
View historic Fees (expand/collapse)
Sort by any column
Customising the table view (icons near the top right of the table)
Filter: allows filtering rows in the table by column values
Menu: allows reordering, hiding, pinning columns
Only show expired fees (check box at the top)
Key functions of the Fee Manager:
Add New Fee - using the [+ Add New Fee] button (near top right)
From the action menu on the far right of each row [ ... ]
Edit a Fee
Schedule a Fee to an existing Fee
Delete a Fee
Adding a new fee
Use this option when a new fee needs to be added to the schedule. Click [+ Add New Fee] and and populate the required information that defines the fee.
When complete, click [Create]. Your new fee will appear in the table. [Cancel] to exit unsaved.
Updating an existing fee
Use this option when an existing fee needs to change (e.g. cost, code or description)
Click the action menu icon [ ... ] of the Fee you want to edit and choose [Edit].
Edit the information and when complete, click [Update]. [Cancel] to exit unsaved.
Schedule a fee
Use this option when you need to plan a future change to an existing fee and automatically archive the previous fee.
Scheduling allows you to plan in (Schedule) changes to fees (e.g. costs) at a future date (e.g. end of Financial Year) and allows new fees to come into effect from a certain date onwards.
Click the action menu icon [ ... ] of the Fee you want to edit and choose [Schedule].
Edit the information needed. Confirm the fee selected, the date and amount.
When complete, click [Create]. Your new fee will appear in the Scheduled table. [Cancel] to exit unsaved.
Delete fee
Use this option when you need to completely remove a current or scheduled fee.
Click the action menu icon [ ... ] of the Fee you want to edit and choose [Delete].
To confirm, click [Delete]. Your new fee will appear in the Scheduled table. [Cancel] to exit unsaved.
Details about the Fee information
Field | Value |
Item code | Enter the item code number. Eg 1.9 |
Name | Enter the fee name |
Description | Enter the fee description |
Start date | Enter the date this fee should be made active |
End date | Leave this blank if the fee does not have a scheduled expiry period |
Charge type | Select from the available option.
Standard selection is “Each” |
Amount | Enter the amount of the fee excluding GST |
Related party options
The related party setting allows for the fee to be automatically marked as “non-billable” in the billing report for organisations that are marked as related parties.
There is also a separate setting which means that the related party contractor IS charged on non compliance fees.
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Fee type | Change to non compliance if this fee should be on-charged to the contractor |
Related Parties | Toggle on if this fee should be billable to a contractor.
Toggle off; it should not be billable. |