Post annual fees to a specific Location

Objective

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Apply annual fees to families associated with a single location rather than to all families.

Solution

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Use the Post Annual Fees tool and apply a Location filter within the search criteria.

1. Go to Transactions > Post Transactions > Annual Fees.
2. Under Search Criteria, pick the location you wish to post to from the Select Location drop-down menu.
3. Add all additional required and desired settings, such as Transaction Details to Post (What Fees do you want to post?).
4. Optionally, include a Duplicate Check Date From and Through.
5. Click Preview Fees to review.
6. Click Post Fees.

⚙️Note: User Permissions may limit access to this feature or functionality.