Fee List

Make the following menu selections to display this page:

eSite—Reports—Setup Reports—Fee List

The Fee List shows a listing of fees set up for the currently selected property or properties which can be printed in a detailed or summarized format.

ClosedSelection Criteria

Select Properties

Click to select properties from the Select Properties tab. The report runs for all selected properties.

Summary List

Accept the marked default to print a summarized version of the report. Or, click once inside the Detail List radio button to print a detailed version.

Detail List

Accept the unmarked default to print a summarized version of the report. Or, click once inside this radio button to print a detailed version.

ClosedReport Details

Summary

Code

The identifying fee code. Fees are established on Fee Setup. For instance, APP.

Description

A brief description of the fee code; pulled from Fee Setup. For instance, Application Fee.

Detail

Code

The identifying fee code. Fees are established on Fee Setup. For instance, APP.

Description

A brief description of the fee code; pulled from Fee Setup. For instance, Application Fee.

Income Code

The income code applied to the fee; pulled from on Fee Setup. For instance, A for Application Fee.

Fee Type

The fee type used to compute the fee amount billed to the resident; pulled from Fee Setup. Options include:

- Flat Amount—the resident is charged a flat amount based on the value entered in the Amount field on Fee Setup.

- Percentage of Base Rent—the resident is charged a percentage of their base rent based on the value entered in the % field on Fee Setup.

- Per Roommate Charge—if applicable, the fee is charged to each roommate occupying the unit based on the value entered in the Amount field on Fee Setup.

Amount

The fee amount actually billed to the resident based on the fee type and amount specified on Fee Setup.

ClosedTo Display the Fee List

  1. From the eSite menu, select Reports—Setup Reports—Fee List.
  2. Click Select Properties. Select the properties for which you want to print the report and click Done.
  3. Select the information you want to see on the report (refer to the Selection Criteria for this report).
  4. Select a Report Format option: Acrobat Reader (default), Crystal Viewer, Excel.
  5. Click Display. If you selected the printing option, Excel, you are prompted to open or save the report Excel file. Otherwise, the report opens in your preferred format.

ClosedEffect of Permissions

User security permissions must be granted in the System module to access this menu item.

System—Security—Users—eSite—Reports—Setup Reports—Fee List

See Also

Setup Reports Overview

Reports Overview

 

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