Miscellaneous Fees: Viewing a fee overview and a fee summary

Quickly view highlights about a miscellaneous fee from the Generated Misc Fees section on an Assignment Edit – Misc Fee page. You can also view a summary of the fee by using the Help icon to the left of the Effective Date link in the Generated Misc Fees section on an Assignment Edit – Misc Fee page.

1. From the Simple Search option at the upper right of your dashboard, enter an assignment ID or a resource name for the active assignment to which you want to add a miscellaneous fee.

   

   An Assignment page displays.
2. From the Assignment Menu in the lower left corner, select View More > Misc Fee. 

   

   An Assignment Edit – Misc Fee page displays.
3. From the Generated Misc Fees section, locate the miscellaneous fee you want to view. The Generated Misc Fee section shows you the following information:

• Effective Date. The date the fee was in effect.
• Transaction ID. A unique process ID assigned to the fee as it’s processed through your Beeline platform.
• Fee Category. The type of fee.
• Fee Code. The code for the fee, which is an unique identifier on an invoice that usually aligns with your account payable (AP) system.
• Units. The unit assigned to a fixed cost, such as a fixed number of deliverables associated with a project or the hours a contractor works at the specified bill rate.
• Amount. The total amount assessed; may include multiple instances of an individual fee.
• Fee Status. The system processing state for the fee, such as Processed, Pending, Scheduled, and more.

  

4. Select the Help icon to the left of the Effective Date link for a miscellaneous fee in the Generated Misc Fees section. The Help information that displays shows you the following information:

• Description. An explanation about the fee.
• Charge To. Who pays the fee, such as the Supplier or Client.
• Is Recurring. Whether the fee is single or recurring.
• Notes. Any comments associated with the fee.
• Misc Fee Note Type. Database notation indicating the comments are linked to a miscellaneous fee.
• Apply Taxes. Whether taxes were applied to the fee.
• Tax Job Category. Determines whether various labor taxes were applied to the miscellaneous fee.
• Apply Billing Term. Indicates whether a billing term was applied.
• Billing Term Category. The type of billing term applied, which determines whether a Beeline administration fee is assessed on an assignment.
• PO Number. Shows the purchase order (PO) number, if your Beeline platform is set up to track POs with a miscellaneous fee.
• Project Number. Shows the project number, if your Beeline platform is set up to track project numbers with a miscellaneous fee.

Related articles

• About miscellaneous fees
• Tips on working with miscellaneous fees
• Understanding processing & statuses
• Adding a fee
• Adding a recurring fee
• Reprocessing a fee