Manage assignment-related fees without relying on timesheets or expense reports
Use Miscellaneous Fees to record, automate, track, and manage assignment-related charges that fall outside standard time and expense processes. You can create one-time fees, automate recurring fees, attach supporting documentation, track fee status through approval and invoicing, and research fee activity throughout its lifecycle.
Common examples include:
- Background check fees
- Conversion fees
- Program management fees
- Monthly service charges
- Compliance-related fees
- Other supplier-related costs billed separately from worker time or expenses
Whether you need to create a single fee or automate recurring charges across an assignment, Miscellaneous Fees help you manage these transactions through a consistent approval, invoicing, and reporting process.
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Why it matters
Managing assignment-related fees manually can create extra administrative work, increase the risk of errors, and make it difficult to track charges throughout the approval and invoicing process.
Miscellaneous Fees help you:
- Capture charges that are not included on timesheets or expense reports.
- Reduce repetitive administrative work associated with recurring charges.
- Improve visibility into assignment-related costs.
- Support internal approval and financial control processes.
- Maintain accurate records for reporting and auditing.
- Streamline supplier billing and payment activities.
Who it's for
- Program Office users managing assignment financials
- Financial operations teams
- Users responsible for supplier-related charges
- Users who review, approve, track, or audit miscellaneous fees
How it helps
With Miscellaneous Fees, you can:
- Create one-time fees directly on assignments.
- Schedule recurring fees using daily, weekly, bi-weekly, monthly, or annual schedules.
- Submit recurring fees through a single approval process.
- Attach supporting documentation to fee records.
- Track fees from submission through invoicing.
- View approval history, workflow activity, and invoice details.
- Import large volumes of fees using an import template.
- Cancel or reprocess fees when business needs change.
How it works
Miscellaneous Fees can be created as either a one-time charge or a recurring charge.
| Option | Best used for | How it works |
|---|---|---|
| Single fee | One-time charges such as background checks, conversion fees, or administrative charges | Creates a single fee that is processed, approved, and invoiced based on your organization's workflow. |
| Recurring fee | Charges that occur on a predictable schedule, such as management fees or recurring supplier costs | Generates multiple fee instances based on a schedule. All occurrences are created when the schedule is saved, reviewed as a single approval request, and invoiced according to their scheduled dates. |
Available recurring schedules
| Schedule | Description |
|---|---|
| Daily | Creates fees daily or on weekdays, depending on the selected schedule. |
| Weekly | Creates fees on one or more selected days each week. |
| Bi-weekly | Creates fees on one or more selected days every two weeks. |
| Monthly | Creates fees on a specified day of each month. |
| Annual | Creates fees on a specified day each year. |
💡 Think of recurring fees like a recurring calendar appointment. You create the schedule once, and the system manages each occurrence based on the dates you define.
Important behavior
- Recurring fees are approved or rejected as a single group.
- Partial approval or partial rejection of recurring fees is not supported.
- Canceling a single recurring fee occurrence does not cancel the entire recurring schedule.
- Taxes and fee configurations continue to operate normally when recurrence is added.
- Future recurring fees are automatically canceled if an assignment ends before the original end date.
- Recurring fees cannot be reprocessed in bulk.
- Assignment groups are not supported for recurring miscellaneous fees.
What this means in practice
When you use Miscellaneous Fees:
- One-time and recurring charges follow a consistent approval and invoicing process.
- Recurring charges can be automated instead of manually created each billing cycle.
- Fee activity can be tracked throughout its lifecycle.
- Approval, invoicing, and transaction history remain available for auditing and troubleshooting.
- Reporting can be used to monitor fee activity and recurring schedules.
Related features
Depending on your organization's configuration, Miscellaneous Fees can be used with:
- Approval Central to review and approve miscellaneous fees.
- Cost Allocation to distribute fee costs across multiple accounting units or cost centers.
- Purchase Orders (POs) to associate fees with purchase order tracking and invoicing processes.
- Security Projects to associate fees with project-based business processes.
This gives users context without overwhelming them with implementation details.
Reporting and analysis
Miscellaneous fee activity can be analyzed using the Miscellaneous Fee Report.
In addition to standard fee information, recurring fees provide recurrence-specific fields that can be added to the report to help monitor recurring charge activity, review schedule information, and analyze recurring fee costs.
Available recurrence-related fields include:
- Schedule Type
- Interval
- Recurrence Start Date
- Recurrence End Date
- Total Number of Recurring Fees
- Total Recurrence Cost
These fields can help you:
- Distinguish recurring fees from one-time fees.
- Review recurrence schedules and date ranges.
- Verify the number of fee occurrences generated by a recurring schedule.
- Analyze recurring fee costs and projected spend.
- Support auditing, reconciliation, and operational reporting activities.
- Monitor recurring fee activity throughout the assignment lifecycle.
💡 TIP: Combine recurrence-related fields with standard miscellaneous fee information to gain additional visibility into recurring charge activity across assignments and suppliers.
Feature compatibility
The following features are not supported with Miscellaneous Fees:
| Feature | Limitation |
|---|---|
| Beeline Time & Expense (BTE) | BTE Projects and BTE Project Tasks cannot be associated with miscellaneous fees. |
| Client-defined fields (CDFs) | Client-defined fields are not supported within the Miscellaneous Fee component. |
Additional considerations
- Attach supporting documentation when required by your organization's policies.
- Use recurring fees when the same charge needs to be applied repeatedly over time.
- Use single fees when a charge only needs to be assessed once.
- Review approval requirements before creating large recurring schedules.
- Monitor fee statuses to understand where fees are within the approval and invoicing process.
Availability and setup
Managing miscellaneous fees from Enterprise requires a Service Request ticket and Enterprise configuration. Your organization may also require:
- Permissions to create, edit, cancel, or reprocess miscellaneous fees.
- Approval workflows for fee review and approval.
- Access to supported features such as Cost Allocation, Purchase Orders (POs), or Security Projects.
- Permissions to import miscellaneous fees using the Assignment Misc Fees Template.
Frequently asked questions (FAQs)
What is a miscellaneous fee?
A miscellaneous fee is a charge associated with an assignment that is managed separately from timesheets and expense reports.
When should I use a recurring fee?
Use a recurring fee when the same charge needs to be applied on a predictable schedule, such as a monthly management fee or recurring supplier charge.
How are recurring fees approved?
Recurring fees are submitted and reviewed as a single approval request.
Can I approve only some fees in a recurring schedule?
No. Recurring fees are approved or rejected as a group.
What happens if an assignment ends early?
Any future recurring fees that fall outside the revised assignment dates are automatically canceled.
Can I cancel an entire recurring schedule by canceling one fee?
No. Canceling an individual occurrence does not automatically cancel the remaining occurrences.
Can recurring fees be reprocessed in bulk?
No. Reprocessing is performed individually for each fee.
How can I research fee activity?
You can review status information, approval history, workflow activity, invoice details, and transaction history from the fee record.
Learn more
- Tips on working with miscellaneous fees
- Understanding processing & statuses
- Adding a fee
- Adding a recurring fee
- Canceling a fee
- Reprocessing a fee
- Importing assignment miscellaneous fees
- Researching miscellaneous fee details
| Persona Program office users | Modules Contingent Staffing Services Procurement | Documentation release Beeline Enterprise | Q3 2026 | Feedback? Email us: |
