Use Extras or Disbursement type charges

TABLE OF CONTENTS

• Introduction
• Use Extras or Disbursement type charges

Introduction

In Engage Fees Extras (or Disbursements) are charges that do not relate to Academic Fees. You can invoice or collect charges in these categories separately to Academic Fees. You can also use the Extras charge group as a filter in the Sales Analysis screens.

Please note the standard terminology in Engage Fees is Extras, but you can rename the category to Disbursements in the initial setup.

Use Extras or Disbursement type charges

To set up an Extras or Disbursements charge group

1. Go to Fees>Setup>Charge and Discount Structure.
2. If you select the Charge Group dropdown you should see at least a Fees and an Extras/Disbursements item.
3. To add a new charge group, select the Add/Edit button to open the Setup Charge Groups window. 

4. Select New and enter a new, unique Label and a Description which will display as subheading on a Fee invoice.
5. Select Individual Charges from the dropdown in the Display Type field.
6. Select Extras from the Group Type field dropdown.
7. You can move the position on the group with the Move Up/Move Down buttons. This is the invoice position of the group in relation to the other Charge Groups.
8. Select Save.
9. You can now select the new Charge Group and create new Extras/Disbursement type charges.

Note: For more information on working with the Charge and Discount structure, please see the Engage Fees Setup Guide. For more information on Allocating Extras/Disbursements please see the Engage Fees Billing Guide, Allocations section. For more information on including or excluding Extras Type charges from invoices please see the Engage Fees Billing Guide, Invoices section. For more information on using charges groups as filters in the Sales Analysis screens, please see the Engage Fees Collections Guide.