Add a Fee

You can add a fee from the Fees panel on the case summary page or from the Case Fees page. If your administrator has configured case data, a fee may automatically be added to the case when a specific value is selected or a certain case status reached.

NOTE: Custom forms can be configured by the administrator and applied to specific areas in the UI, such as based on a specific template, fees, comments, and more. See Custom Form in the Admin Guide for Trimble Unity Maintain and Trimble Unity Permit for more information. When a case is cloned, custom form values are copied to the child case. If the administrator added encrypted custom forms, you will see dots when typing in the field. A view icon allows you to view the encrypted text in the field.

From the Case Fees Page

Open a case.
From the activity toolbar, click Case Fees to open the Case Fees page.

Any fees associated to the case are listed.

At the bottom of the page, click Add record.

TIP: You can filter the list of records displayed. See Filter Records for more information.

Select a fee to open additional fields. The Amount automatically populates, but can be changed.
Select the Auto Re-Calculate check box to recalculate fees to their default rates when the Re-Calculate Fees icon on the Fees panel is clicked. See Recalculate Fees on a Case for more information.
Select the Invoiced check box to indicate the fee has been invoiced. This prevents any refunds from being issued on the fee.
Enter any comments in the Comment field.
Click Save.

See Fees Panel Fields for an explanation of the fees panel fields.