Changing standard charges

You can change standard charges in a batch for a group of similar fees.

You can change all of the selected fees by a specific percentage, or you can enter new amounts individually for each fee.

Location (Facilities)

Choose one of the following:

1. Go to Administration > Facility Settings > Change standard charges.
2. Go to Administration > Financial Settings > Charges - Change Standard Facility.

Location (Equipment)

Choose one of the following:

Go to Administration > Equipment Settings > Change Standard Equipment.
Go to Administration > Financial Settings > Charges - Change Standard Equipment.

You can use the following criteria in your search:

Name of Field	Type	Description
Search Criteria * One of Center, Facility, Facility Type, or Site is required.
Customer Type	Dropdown list	The customer type of the charge.
Center*	Dropdown list	The center of the charge.
Facility	Text	The facility of the charge.
Facility Type*	Dropdown list	The facility type of the charge.
Site*	Dropdown list	The site of the charge. Defaults to All Sites to include charges from any site.
Event Type	Dropdown list	The event type attached to the charge.
Batch update fee changes scheduled by booking date	Checkbox	To batch update scheduled fee changes by booking date, select this checkbox.

The following fields are included on the Change Standard Facility Charges page:

Name of Field	Type	Description
Fee Change If you have: NOT selected the Batch update fee changes scheduled by booking date checkbox, then: Enter either an Increase % or Decrease % change that you want to apply to all of the fees attached to the selected standard charges. In the Round to Nearest field, enter an amount to round the fees to ($0.01 increments). Selected the Batch update fee changes scheduled by booking date checkbox, then: Select an Effective Date (booking date, when the resource will be used) and enter the corresponding Charge Amount which will take effect on that date. To add another fee change, click Add New. To delete a fee change, click the corresponding Delete link. To see the effect of the above changes, click the Preview button and the click the Fee > Effective Date tabs. Note: You can override these changes by entering a fixed amount in the Proposed field for individual fees.
Search Criteria
Customer Type	Dropdown list	The customer type attached to the charge.
Center	Dropdown list	The center attached to the charge.
Facility	Text	The facility attached to the charge.
Facility Type	Dropdown list	The facility type attached the charge.
Site	Dropdown list	The site attached to the charge. Defaults to All Sites to include charges from any site.
Event Type	Dropdown list	The event type attached to the charge.
Batch update fee changes scheduled by booking date	Checkbox	To batch update scheduled fee changes by booking date, select this checkbox.
Round to Nearest $	Numeric	Nearest value to round the new fee amounts to. The minimum is 0.01 to round to the nearest cent. For example: You can round fees to the nearest dollar (default value is 1.00) or nearest ten dollars (10.00) to simplify your charges.
Fee
Effective Date	Tab	Click a tab to view the Proposed fee that takes effect from that date.
Description	Read only	Description of the fee.
Current	Read only	Current amount of the fee.
Proposed	Numeric	Proposed new amount for an individual fee. This amount can override the percentage change specified in the Percentage Increase field. Note: This field displays the proposed new amount of a fee after entering the Percentage Increase value and clicking Preview. To override, manually enter the new amount in the field.
Delete all existing scheduled fee changes and replace with the updates	Checkbox	Displayed only if the Batch update fee changes scheduled by booking date checkbox is selected. Select this checkbox to delete all existing scheduled fees in the selected charges and replace them with this new set of scheduled fees. If you want to merge this new set of scheduled fee updates into the existing scheduled fees in the selected charges, then do NOT select this checkbox.

To display the calculated new fee amounts in the Proposed field, click Preview after entering the Percentage Increase and Round to Nearest fields.

To revert the fee amounts to the previous value, click Revert (after clicking Preview).

To apply the new fee amounts in the Proposed column, click Apply (after clicking Preview). The amounts in the Proposed column are copied to the Current column, and these are the new current fee amounts for the selected standard charges.