Late Fees

To access this feature navigate to Accounting on Header bar.
Select the Late Fees tab.
The feature defaults to show a report given some defaulted filters/parameters when using for the first time.
1. Program (First in alphabetical order)
2. Account Definition (Defaults to the Primary A/R for the given program)
The user can set their own filters, and the filters will be remembered for the next time Late Fees are accessed.
Filter options:
1. Household Status
2. Date
3. Days Since Last Payment
4. Program (Required to select only one)
5. Project
6. Account Definition (Required to select only one - this ensure that a late fee subcat will not be needed to be selected everytime)
7. Account Aging (Aging is based upon the date filter if set.)
8. Apply Features
Late Fee Report utilizes the balance due report as well as many of the same filters.
1. Deselect/Select household. You can deselect/select all or an individual at a time.
  1. Feature enhancement has been written up to auto deselect a household with a "Late Fee Posted" of true.
2. PPU
3. Household
4. Account Balance
5. Last Payment Date
6. Last Posted Amount Total
7. Late Fee Posted Indicator
8. Notes (Can access the household's notes without leaving the late fees feature)
Post Late Fees, then posts for all households that were selected.
Post Late Fees - Transaction Details
1. Post on Date
2. Amount
3. Description (optional)
4. Post
A historical action is made that displays the same information shown in the original posting report.
1. From this view, you can Print all invoices or Print individual invoices
2. You can also access the household's notes, adding or viewing as necessary without leaving the Late Fees feature.