View all Fee Records

To view all of a OneStrata enterprise's Fee records, do the following:

• Navigate to Administration > Reference Data. By default, the Reference Data page opens on the Fees & Tech Rates tab.

The Fee records are displayed in the Fees & Tech Rates Grid.

Open a Fee Record

To open a Fee record, do the following:

1. Navigate to the Fees & Tech Rates tab.
   
   
2. Click the name of the desired Fee record, in the Name column of the Fees Grid.

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Copy a Fee Record

Copying a Fee record is a quick way to create a new record that is similar to an existing record, and makes it easier to create individual Fee records for related fees with the same core elements.

To copy a Fee record, do the following:

1. Open the desired Fee record.
   
   
2. At the bottom of the screen, click the Duplicate button. This opens the Create Fee editor.
   
   

3. Change or keep values as desired.

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   Include A Shared Block shared-block-key Unique-Fee-Record-Values page Create a Fee Record

   
   

4. Choose one of the following options:
   
   
   • Click the Save button: Save the Fee record, close the Create Fee editor, and return to the Fees & Tech Rate tab.
     
     
   • Click the Save And Create Another button: Save the Fee record, immediately copy the newly created Fee record (which is itself a copy), and start the Fee record copying process again.