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Fee Dimension criteria

CCH Practice Management
Last update: Reading time 2 minutes
DimensionsMaintenance
    If your practice wants to categorise fee income by the type of business (e.g. New, High Value) it is coming from, you need to set up configuration keys so that these 'business types' are available in the system for you to assign to fees.

    Set up Fee Dimension criteria

    The first step is to establish the dimension (type of business) details.

    1. On the Main Menu, select Maintenance > Miscellaneous > Fee Dimension.

    2. In the Fee Dimensions window, enter information into the fields as follows:

    • Dimension Name
    • Dimension Code
    • Select the Inactive check box, if necessary.

    Note: The application comes with three default fee dimensions: New, Development and Renewal. You can accept these defaults by clicking OK.

    Click OK.

    To maintain dimensions you need to be able to:

    • add a new dimension
    • edit dimension details
    • delete a dimension only when it is not used by the system
    • make a dimension inactive so that fees cannot be allocated against it

    Edit Fee Dimension criteria

    • On the Main Menu, select Maintenance > Miscellaneous > Fee Dimension.
    • In the Fee Dimension window, edit the information relating to the Fee Dimension.
    • Click OK to save and close the Fee Dimension window.

    Delete Fee Dimension Criteria

    1. On the Main Menu, select Maintenance > Miscellaneous > Fee Dimension.

    2. In the Fee Dimension window, select the row containing the Fee Dimension you want to delete.

    3. Press [Delete].
      The Fee Dimension is removed from the window.

    Note: You will receive an error message if you try to delete a fee dimension that is in use.

    1. Click OK to close the Fee Dimension window.

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