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With this quick posting, you can post fees or charges to family records. These display in the Rates/History/Kywrds window.

In the Contributions navigation pane, click Quick Posting > Post Family Fees. Select whether you want to use automatic updating or individual entry.

 

 To post family fees automatically
  1. Select the automatic updating method option, and click Next.
  2. Select which records you want to build a list of families.

    Useful Information

    If you want to post a late fee, add a new condition on the Additional Selections tab. Under the Fund section, select Fund > Total Balance. Select is greater than, and enter "0".

    Then, add another condition. Under the Fund section, select Fund > Fund Identifier. Select is equal to, and enter the fund number you want to post to.

  3. After you build your list, click Next.
  4. To assign different fee information to each family, select the first option. Or, to assign the same fee to your entire list, select the second option, and enter the fee information.
  5. Click Next.
  6. Review your list. If needed, add or edit any fee information.
  7. When you're ready to post to the selected records, click Next.
  8. If you want to export your batch totals to PDS Ledger or QuickBooks, make your selections and enter a path for the export file.
  9. To post, click Finish.
 To post family fees individually
  1. Select the individual entry method option, and click Next.
  2. Enter the fee information, select a family, and click Add Family to List. Repeat this for each family you want to update. When you're finished, click Next.
  3. Review your list. If needed, add or edit any fee information.
  4. When you're ready to post to the selected records, click Next.
  5. If you want to export your batch totals to PDS Ledger or QuickBooks, make your selections and enter a path for the export file.
  6. To post, click Finish.


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