This page shows the various Fee Categories that are currently being used, what the heading will be in a report and what database list the fee category relates to.
To add a new category that is not included as default when SMT is installed, you need to click the button – ‘Add Category’
Clicking the ‘Add Category’ button will bring up this screen. As an example ‘Travel Insurance’ has been added. This category with use the database for ‘Companies’
To add a new product to a fee category, you need to click add
Clicking add will bring up this box. The name of the product needs to be entered into here. As an example European cover has been entered. Click ok to save the new product
To finish editing the fee category details, click ok to save
Travel insurance is now shown in the Fee categories
To delete a fee category you first need to ensure that no fees are linked to a particular category. A category cannot be deleted when fees have been allocated to that category. If you click this button a box will appear asking which category you want to delete.
Now you need to choose which category you want to delete from the list
Now you need to click the delete button to delete the fee category
If the category you are trying to delete is being used, you will get this message telling you it is being used and it cannot be deleted
When you have removed the category successfully it will be removed from the list and will not be available to select when you add a fee to a client
For the purposes of this tutorial I have added Travel Insurance back into the list so you can see how to create a new fee using this
To close this page, and return to the fees tab, click close
To add a new fee to this client mortgage process, you need to click the ‘Add Fee’ button
Some fields use dropdown boxes because they have set options. If you want to choose a category that is not part of the list, you need to use the ‘Fee Category’ form
When a category is selected, additional information regarding this sale can be recorded and viewed in one of the reports available.
When a fee has been received and entered in this field, a ‘Date Paid’ must be entered as you will know this information from receiving the payment.
If the date field is not populated and you click ok, you will get a popup message like this one informing you that the field needs to be filled
The rule is the same if ‘Date Paid’ is populated, but the fee received is not yet entered.
If the amount received is not populated and you click ok, you will get a popup message like this one informing you that the field needs to be filled
Once all the data has been entered, click ok to continue
The ‘Travel Insurance’ fee has now appeared in the list of fees. You may notice that this is the only category coloured. This is because I entered a field in the policy holder box.
To edit the category, you need to click the edit fee button
Or you can double click on any of the boxes along the row
This brings up the same box as the ‘Add Fee’ button does and all of the fields can be edited. Click ok to save changes or cancel to discard them. The ‘policy holder’ box is the field that applies colour to the category. There are different colours for main, secondary and joint policy holders.
The key to the colours is shown here. I have edited each category to show the colours and how it would look when you have entered all fields.
To select a category, you need to click anywhere along the row of the category
Then to delete a record, you need to have it selected, then click the ‘Delete Fee’ button shown below
You will then be asked if you want to delete the fee, if you select yes the fee will be immediately removed
For purposes of this tutorial I have kept travel insurance in the list