Purpose: To post annual administrative fees to all active firms.
Launch Point: This routine can be launched from the following location(s):
•Review → Routines → Special Routines →
Example: When the routine is launched a window will open
The current billing class on the firm/name record is referenced against the peer review rate table and the firm is billed the appropriate dollar amount. Check that the peer review year shown is the correct year for the billings. Make sure to check the transaction date. After verifying these items, click OK to post the fees.
See also
Review Annual Administrative Fee and Invoice Process