Before you can assess service charges, your firm administrator must set up service charge information.

1. Choose Actions > Assess Service Charges.

   Note: The Assess Service Charges screen is available only if you have security privileges for service charge data.

2. Enter a date in the Calculate Service Charges through field.
3. Practice CS calculates all service charges according to the rates your firm has set up.

   Tip: To print the items shown on the screen, click the Journal button.

4. If you want to narrow down the list of service charges, select an item from the Filter drop-down list, or click the More button to create your own filter. See Filtering your data for more information about creating custom filters.
5. Mark the checkbox for each service charge you want to assess.
6. Click the Post Selected button.

Related topics

Service Charges overview

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