Using the Finance Charges Grid

You can set up finance charge calculation methods and associate them with clients. You can choose the number of days from the invoice date before the finance charges begin, and the minimum accounts receivable balance before the client is eligible for finance charges. There are two types of finance charges:

  • Percent type charge
  • Flat type charge

To access this list, do the following:

  1. Open Dashboard, click Application Links on the navigation panel, and then click Lists under Firm.

  2. Click Practice Lists > Finance charges on the navigation panel.
  3. Do one of the following:
    • Add a record. Click New on the button bar to open the Finance Charge window where you can add a new record.
    • Edit a record. Select an item in the grid and click Edit on the button bar. The Finance Charge window displays allowing you to edit an existing record.
    • Delete a record. Select an item in the grid and click Delete on the button bar.
    • Print the current view of the grid. Click Print on the button bar.
    • Sort records. Click a column header to sort a column in ascending or descending order.
    • Select Columns. Click Select Columns on the button bar. The Column Selection window displays.

Notes:

  • The options on the grid toolbar are also available on the menu that displays when you right-click an item in the grid.
  • Click Find to locate an item in the grid or click Refresh to display any changes to the grid.