Review Fee Posting

 

Purpose:  To add a peer review fee to one firm/individual at a time. Note: To post annual administrative fees to all active peer review firms, go to review → routines → special routines.

 

Launch Point:  This routine can be launched from the following location(s):

 

      Names or Firms → File Maintenance → Routines Drop-Down Menu →

 

      Names or Firms → File Maintenance → Review Tab → Context Menu on Review Transactions Grid →

 

Example:  When the routine is launched a window will open

 

Enter the amount, check the peer review year and transaction date, select the appropriate account, and enter a note if applicable. Click OK to post the fee.