When you’re working with miscellaneous fees, you may need to research the status or determine when a fee was processed. You can quickly view a summary and an overview of the fee from an Assignment Edit – Misc Fee page. From the Generated Misc Fees section on an Assignment Edit – Misc Fee page, you also drilldown into the transaction date or the status of a miscellaneous fee to view even more details, such as the effective date, the fee type, the status of the fee, the invoiced date, and much more.
Here are some of the details you can access:
- Viewing a fee overview and a fee summary
- Viewing approval details
- Viewing complete history
- Viewing approval history
- Viewing the approval workflow associated with a fee
- Viewing invoiced details
Details and commands available when you drill down into a miscellaneous fee vary based on the status of the fee.
| Status | Options/Commands |
|---|---|
| Awaiting Financial Approval | Complete History, View Approval Notes, View Approval Workflow Diagram |
| Canceled | Complete History, View Approval Notes, View Approval Workflow Diagram |
| Failed Validation | Import Failed |
| Pending | Complete History, Approval History, View Approval Workflow Diagram |
| Processed | Complete History, View Approval Notes, View Approval Workflow Diagram |
| Ready for Validation | Imported |
| Rejected | Complete History, Approval History, Approval Diagnostics, View Approval Workflow Diagram |
| Scheduled | Complete History, View Approval Notes, View Approval Workflow Diagram |
| Void | Complete History, Approval History, Approval Diagnostic, View Approval Workflow Diagram |
Related articles
- About miscellaneous fees
- 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
Documentation release: Beeline Enterprise Q4 2021