Charge Admin Fees

To Charge Admin Fees:

  1. Navigate to Admin Fees from the Home page.
  2. Click on Change Fund from the left-side menu.
  3. Under Set Admin Fee Fund, select the Fund that will receive the Admin Fee revenue.
  4. Click Create from the left-side menu.
  5. Under Create Admin Fees:
    1. To the right of Calculate Date, enter when the Admin Fees should be calculated.
    2. To the right of Post Date, enter when the Admin Fee transactions should be posted.
    3. Enter a Description of the Admin Fee being charged
  6. Click Next to charge the Admin Fees.
  7. Select Post from the left-side menu to Post the Admin Fees.

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