Manage non-timesheet fees faster, with fewer errors and less manual work.
Use the Miscellaneous Fee feature to record, automate, and track costs tied to active assignments—without relying on timesheets or expense reports. This is ideal for fees like background checks, conversion fees, or other supplier-related charges that fall outside standard payment processes. Add one-time or recurring fees, attach supporting documents, and import data in bulk with the Assignment Misc Fees Template to simplify how you manage these costs.
You use the Miscellaneous Fee feature to complete these tasks:
- Add an individual fee and supporting attachments
- Automate recurring fees
- Cancel a fee
- Reprocess a fee
Why they matter
- Reduce manual data entry and repetitive administrative work
- Lower the risk of errors when tracking non-standard fees
- Save time and reduce operational costs
- Improve consistency and visibility of assignment-related expenses
- Streamline transactions and payments between clients and suppliers
Who they're for
- Program Office users managing assignment financials
- Teams responsible for supplier payments outside timesheets or expense reports
- Users who need to track, validate, and report on non-standard assignment costs
How they help
- Record fees that fall outside standard processes, such as background checks or conversion fees, directly on active assignments
- Add supporting attachments to document why a fee was charged and improve audit readiness
- Automate recurring fees using schedules so you don’t have to re-enter the same charges each period
- Process multiple recurring fees through a single approval workflow to simplify reviews and approvals
- Retain tax and fee settings across recurring charges without reconfiguration
- Import large volumes of fees at once using an Excel template instead of entering them individually
- Track and monitor all miscellaneous fees in one place using reporting tools
- Cancel or reprocess fees as needed to maintain accuracy and control
- Reduce repetitive manual entry, helping you save time, improve productivity, and minimize errors
Action required
Managing miscellaneous fees from Enterprise requires a Make a Change ticket and Enterprise confirmation. In addition, your Client Operations Manager (COM) must make sure applicable users have permissions to manage and import miscellaneous fees.
Optional features and compatibility
If your organization chooses to use the Miscellaneous Fee component, you can also use them with these Beeline features in your Enterprise. These additional features supported with the Miscellaneous Fee component require configuration.
🔷Understand the optional features
| Feature | Description |
|---|---|
| Approval Central | Users can approve submitted miscellaneous fees from this component. |
| Cost Allocation | Organizations frequently split and invoice assignment spend across multiple cost centers for various reasons. With the Cost Allocation feature, users can distribute assignment spend to different cost allocations and define the percentage of an expense that gets charged to a specific accounting unit or company. Cost allocation units can be modified when a miscellaneous fee is created or when the fee is approved. |
| Purchase Order (PO) | Many organizations use a PO to track transactions between themselves (the Client) and their Suppliers. A PO is a contract that outlines services provided and expectations about how services and deliverables are produced. Using POs provide detailed records for invoicing, auditing and financial statements. In addition, using POs can help diminish disputes about payment or services between the client and supplier. Your Beeline platform can be configured to create and store POs in Beeline for invoicing and reporting. A Purchase Order Number field can also display when a user is creating a miscellaneous fee, so fees are correctly associated with a PO and invoiced through your Beeline platform. |
| Security Projects | Security Projects can be used by organizations to drive their internal business processes. Security Projects can be used to track time and expense, cost allocations, and other business activities. Your Beeline platform can be configured so the name and/or number of a security project can be added when a user is creating a miscellaneous fee. |
🔷Understand feature compatibility
When your organization uses the Miscellaneous Fee component, some Enterprise features may not be available. The following features are currently not supported alongside the Miscellaneous Fee component.
| Feature | Description |
|---|---|
| Beeline Time & Expense (BTE) | Users cannot associate or select a BTE Project or a BTE Project Task when creating a miscellaneous fee. |
| Client defined fields | Client-defined fields (CDFs) are not supported with the Miscellaneous Fee component. |
Related articles
- Tips on working with miscellaneous fees
- Understanding processing & statuses
- Adding a fee
- Adding a recurring fee
- Cancelling 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 | Q4 2021 | Feedback? Email us: |