How to Add New Fee Types

  1. Go to Plan Review > Fee Types
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        2.Click “Add a Fee type”
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        3.Fill out the corresponding information and click submit.
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Once you add the fee to the system, you can then add the fee to the applications corresponding workflow.
 
        1.Plan Review > Application Type
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        2.Click the gear next to the application type name, this will take you to that applications workflow so that you can add             the new fee you added above.
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        3.Click on the name of the workflow title, this will take you to the place where you can adjust the workflow options.
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        4.Choose the event(s) where you want the fee to be applied.
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        5.Click “Edit Selection”
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        6.Click the checkbox in front of the fee you want to add.  Then click “Confirm”
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        7.Click “Submit” to save your changes
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Please remember to test your work!!!
 
If you need additional assistance, please contact support@idtplans.com

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