The Fee Adjustment Subform allows you to adjust the fees charged to a client for a Financial Institution (FI) transaction. The information on this sub-form is pulled from the FI Fee Library. This information is not saved when the transactions is saved as a preformat.
The Summary Form will be automatically populated by the FI Fee Library. The standard amount for each fee name is calculated based on these entries.
The Applied Amount field defaults to the sum of the standard amount fields from the summary form. You may edit this amount manually. The amount must be greater than or equal to 0.
Click Save to accept any changes and return to the payments detail form.
Notes:
Click Cancel at any time to return to the payments detail form without changing the applied amount information.
Click Print to print the fee information.