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  1. Xenegrade
  2. Entering and Modifying Data
  3. Client Workflows and Tools

Manage Fee Groups

Used to either add a new Fee Group to all Client records where the current Fee Group has expired (all versions) or add a new Fee Group based on eligibility (Plus and Enterprise versions only).

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Tools > Client Functions > Manage Fee Groups

Applies To:    Enterprise    Plus    Basic

Details

  • This process does not have an 'undo' element. 

  • Once the process has started, it cannot be undone or stopped.

  • Expired memberships are based on the date and time the function is run compared to the server date and time, not the local date and time.  Xenegrade servers are based in the U.S. Eastern Time Zone.
  • In a multi-Branch installation, this function runs for the currently signed-in branch only.
  • This menu option was previously titled "Add Fee Group' prior to adding the Eligibility function.

To Run the Manage Fee Group Function

  • Select Expired or Eligibility.

    • Expired:  Adds a new Fee Group to all Client records where the current Fee Group has expired (all versions).
    • Eligibility:  Adds a new Fee Group based on eligibility (Plus and Enterprise versions only).

  • Click Next to continue.

  • Expired

    • A list of the Fee Groups and a count of the number of expired Fee Groups records are displayed with a checkbox. 
    • Check the desired expired Fee Groups add.  If there are no expired memberships, no list will display.
    • Replacement Group:  Select the Fee Group to add for each expired membership.
    • Include Missing Clients:  If selected Yes, all clients without a Fee Group will also get the Replacement Fee Group added to their profile.  This option could be run independently from the Expired Fee Groups.
    • Click RUN to start the process or click CLOSE to quit and close the window.

  • Eligibility

    • Eligibility Group:  Select the Fee Group to check for eligibility.  If eligible, the client's current Fee Group is set to expire automatically and the Eligibility Fee Group is added.
    • Replacement Group:  Select the Replacement Fee Group to add a new membership if the client is currently in the Eligibility Group being reviewed but is no longer eligible. (optional)
    • The expired date is set to the date prior to the date the function is run and the new membership start date is set to the date the function is run.
    • Click RUN to start the process or click CLOSE to quit and close the window.


 

 

 

 

 

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