Associate fee items with category
A fee category is a group of fee items—services or occurrences—intended for financial compensation. Each category is intended to group the fee items by their type or intention.
To all the existing categories in CTMS, you can associate the fee items for grouping and easy navigation.
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In the CTMS application header, select the LIBRARY tab.
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On the page that opens, from the left pane, select Fee Template.
Figure 1. Accessing fee templates
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From the contents panel, select the Fee Category tab.
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In the tree that appears, right-click the category with which you want to associate the fee items. Then from the menu that appears, select Associate with Fee Items
.Important
Fee Category in the tree is the highest hierarchy to which you can only add categories; you cannot associate items with it.
Figure 2. Selecting option to associate fee items
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In the Associate with Fee Items dialog that appears, select the checkboxes next to the fee items that you want to add to the category. Then select
.Important
The fee items available for selection are manually added by users with no fee category specified upon creation. You can only associate the fee item with one category.
Figure 3. Selecting fee items to associate with category
Once saved, the fee items are associated with the category. Now when you select the category in the tree, its associated items appear in Fee Item List on the right.
