Create, edit, or copy a fee schedule

You can create, edit, and copy fee schedules.

Create a fee schedule

Civic Platform provides a way to easily create a fee schedule that can have multiple version numbers that relate to the effective date. Although you can create multiple versions of a fee schedule, only one can be active and enabled at a time. You can configure different versions of a fee schedule, so that the amount of the fee matches the rate of inflation.

To create a fee schedule

  1. From the Administration menu, select Finance > Fee schedules.

  2. Select Create new fee schedule.

  3. Complete the fields.

    Field name Field description
    Comment Provide a comment or a description about the fee schedule. For example, this fee is for a registration or a mobile home application fee.
    Disabled on The last date you enabled the fee schedule. The effective date for a fee schedule is the enable date from one version to the enable date of the next version. The disable date is for your informational and is optional.
    Effective date Enter the start date for the fee schedule.
    Fee schedule Provide the name for the fee schedule.
    Status Select whether the fee schedule is active. Choose between Enable or Disable.
    Version Enter the version for the fee schedule. The version must be unique for the fee schedule. Version can be alphanumeric with special characters.

  4. Select Submit.

Edit a fee schedule or create a new version

After you create a fee schedule, you can modify it to create a new version. You can also edit any fee schedule to change effective dates or status.

To edit a fee schedule

  1. From the Administration menu, select Finance > Fee schedules.

  2. Search for a fee schedule.

  3. Edit the fee schedule. Refer to the following editing options:

    • Modify your fee schedule.

    • Create a new Version for a fee schedule.

      Select Create new version and complete the fee schedule fields to create a new version of the fee schedule. The old version remains unchanged.

    • Add, edit, or disable fee items from the fee schedule.

      Select Add to add a fee item or select the red dot next to the fee item you want to edit.

  4. Select Save.

Copy a fee schedule

You can copy a fee schedule to create a new fee schedule version and also to eliminate the task to recreate fee items. After you copy the fee schedule with a new name, you can edit the schedule name and modify fee items as appropriate to your agency objectives.

To copy a fee schedule

  1. From the Administration menu, select Finance > Copy schedule.

  2. Complete the fields.

    Field name Field description
    Schedule name Enter a name for the schedule.
    Schedule name alias An alias name for the schedule.
    Copy schedule from Choose an existing schedule from the list.

  3. Select Submit.

  4. Edit the fee item as appropriate to your agency's objectives.