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.

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.

   A Fee record must have a unique combination of the following values, otherwise it cannot be saved:

   • The Name of the record
   • The Valid From date of the record
   • The Rate Type of the record
   • Applicable To details: The Apply at Enterprise level checkbox is selected OR the values of the Agency and Business Unit fields
   • Client Rate details: The values of the Client, Commission, Client Net Rate, and Valid To fields

   Only one of the values listed above needs to be different. For example, two Fee records that have different Agency values can be otherwise completely identical.

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.