Account Charges

The Charges feature enables you to handle charges related to various financial services, including cheque issuance, card issuance, and draft charges. You can create, edit, view charge records and manage their status. This guide offers step-by-step instructions for navigating the Charges feature.

Access The Account Charges Page

1. Log into the application using your credentials.

2. From the dashboard, navigate to Accounts in the side menu.

3. Select Account Charges from the dropdown list.

Adding A New Charge

To add a new charge to the system:

1. Click the Add button at the page's top left.

2. Input the Charge Name.

3. Fill in the following details: Amount 1, 2, Income GL Amount 1 and Income GL Account 2. Amount 2 and Income GL Account 2 are optional fields, but they become mandatory where the user decides to split the charge into two components.

4. Click the toggle button to "Consolidate both amounts in Customer's Account" to activate the option.

5. Click Save.

6. Click the "Yes, I want to proceed" button to reconfirm action.

Modify An Existing Charge

To modify an existing charge:

1. In the Actions column, click the three vertical dots (⋮) next to the charge you wish to edit.

2. Select Modify from the dropdown menu.

3. Make the necessary updates, such as changing Amounts 1 & 2, Income GL Amounts 1 & 2 and "Consolidate both amounts in Customer's Account" option.

4. Click Update to save.

5. Click the "Yes, I want to proceed" button to reconfirm action.

Deactivate/Activate A Charge

To deactivate/activate the status of a charge:

1. In the Actions column, click the three vertical dots (⋮) next to the charge you wish to deactivate.

2. Select the Deactivate option.

3. Click the "Yes, I want to proceed" button to reconfirm action.

Reactivate Charge: You can also follow the same steps to reactivate the account officer's status.