Add or remove fee items from a fee group

In a fee schedule, you can create fee item groups comprised of one or more fee items. When adding fee items to a group, you can add them to an existing group or create a new group for them. When a group is no long used by any fee item, Civic Platform automatically deletes the group.

Topics

• Add fee items to a fee group

• Remove fee items from a fee group

Add fee items to a fee group

You can set up a group that contains one or more fee items. You can add a fee item to one or more groups.

To add fee items to a fee group

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

2. Search for an existing fee schedule.

3. Select the fee items that you want to add to the one or more groups.

4. Select Action.

5. Select Add to group.

6. Do one of the following:

   • To create a new group for the fee items, enter a group name in the Add to new group field.

   • To add the fee items to the existing groups, select the groups you want in the Add to existing group list.

   • To add the fee items to a new groups as well as to existing groups, do both of the previous steps.

7. Select Submit.

Remove fee items from a fee group

You can remove fee items from assigned groups. Civic Platform automatically deletes groups that do not have any fee items.

To remove fee items from a fee group

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

2. Search for a fee schedulefor an existing fee schedule.

3. Select the fee items you want to remove from their assigned groups.

4. Select Action.

5. Select Remove from group.

6. Select each group in the Available groups list that you want to remove the fee item from.

7. Select Submit.