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Miscellaneous Fees

Miscellaneous Fees: Viewing complete history

  • November 14, 2023
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Each miscellaneous fee is routed through your Beeline Workforce Management System based on the fee type and the approval workflows configured for your organization. You can easily view a high-level summary of the completed approval workflow steps associated with a miscellaneous fee by drilling down into the fee status and selecting the Complete History link. Viewing the completed workflow steps helps you understand the overall status of a miscellaneous fee.

To view a high-level summary of the completed approval workflows for a miscellaneous fee, complete these steps from your Enterprise dashboard.

  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. Select the link in the Fee Status column.
    A View Approval Details page displays.
  4. From the View Approval Details page, select Complete History to view a high-level summary of the completed approval workflows in an Approval History page.
  5. Optional. To view details for a specific approval step or phase, select the link in the Category column.
    A View Approval Details page displays showing you details about the specific approval step you selected.

    From the View Approval Details page, you can view more information about a specific step. Or drilldown to see even further details about a specific approval step, such as the visual approval workflow associate with the step you selected.
  6. Select Return to go back to the View Approval Details page.
    TIP:     If you drilled down to get additional details, you may need to select Return more than once.

 

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Documentation release: Beeline Enterprise | Q4 2021