Managing miscellaneous rates

<< Click to Display Table of Contents >>

Navigation:  Administrator Dashboard > Payments Information >  Miscellaneous Rates > Miscellaneous Rates >

Managing miscellaneous rates

Adding a new miscellaneous rate

To add a miscellaneous rate from the Miscellaneous Rates page:

1)Click the arrow to display a list of miscellaneous rate types, then use the scroll bar to move up or down to find and select the desired miscellaneous type.

2)Click Add New to open the Miscellaneous Rate page.MP_1728_Miscellaneous_MiscellaneousRates_Add

3)Complete the following details:

MisRate Type: Not editable. Displays the miscellaneous rate selected..

Start Date: Type the date or click Calendar icon to select the start date of the miscellaneous rate.

MP_0068_NoteIcon Note: Depending on the miscellaneous rate selected, the start date may not be editable and will default to the current open production period. The start date cannot be earlier than the current period or changed to a period where an existing miscellaneous rate type already exists.

Rate (%): Type the percentage value for the miscellaneous rate.

4)Click Save. The miscellaneous rate display on the Miscellaneous Rates page.

– or –

Click Cancel to return to the Miscellaneous Rates page without saving changes.

Updating a miscellaneous rate

To edit or update a miscellaneous rate from the Miscellaneous Rates page:

1)Click Edit icon to open the Miscellaneous Rate page.

2)Edit or update the details of the miscellaneous rate as necessary (see Adding a new miscellaneous rate for more information.)

3)Click Save to save the miscellaneous rate and return to the Miscellaneous Rates page. The miscellaneous rate displays on the Miscellaneous Rates page.

– or –

Click Save and Add Another to save the record and add a new miscellaneous rate.

– or –

Click Cancel to return to the Miscellaneous Rates page without saving changes.

Removing a miscellaneous rate

To remove a miscellaneous rate from the Miscellaneous Rates page:

1)Click Remove icon of the miscellaneous rate you want to remove.

2)Click OK to confirm you want to remove this item. The miscellaneous rate and its detailed information are deleted from the Miscellaneous Rates page.