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Review and Process Lease Fee Notes

Module > Property lease management > Leases > Review and process lease fee notes

Use this page to view all of your fee notes and to post them. You can see the list of all your fee notes, and you can also select a fee note and then view its specific information. This window only displays fee notes that have been created in the Property Lease Management module.

To view the specific information about a fee note, select it under Interest note.

Lease Fee Notes Header

In this section, you can see the general information for the fee notes. You can also create a voucher, post, and create fee note report.

Posting a Fee Note

To post a fee note, do the following:

Select a fee note.
On the Action tab, select Post.

Printing Fee Notes

To generate a fee note report, do the following:

Select a fee note or multiple fee notes from the list.
On the Action tab, select Print. The fee note print form opens.
Under Destination, select where you want the generated report to be sent.
Under Records to include, select Filter to specify the criteria for the leases or sales reports.
Under Run in the background, select the settings for running the process in the background.
You can also set other parameters, such as entering a task description and selecting a batch group, if the fee note is part of a batch process.
Select OK.

Fields

The following field boxes are available:

Fee Note Header Fields
Field	Description
Interest/Fee note	Displays the interest or fee note number. You can select the number to open a window with more details about the fee note.
Lease number	Displays the lease number connected to the fee note.
Start date/End date	Displays the creation date of the fee note. The start and end date are identical because the fee note does not extend over a period of time. The start and end date fields only show when the fee note was created.
Customer account	Displays the customer account connected to the fee note.
Name	Displays the name of the customer.
Status	Displays the status of the lease: Created: The fee note is created but not posted. Canceled: The fee note is canceled. Posted: The fee note is posted.
Printed	Displays whether or not the fee note has been printed.
Fee	Displays the fee amount.
Fee note	Displays the fee note code.

Fee Note Details

In this section, review the specific information about the fee note and make adjustments to the fee note by entering values into available fields, such as the Fee or Start date fields. This section describes only the fields that are relevant to Property Lease Management or the process of creating and reviewing fee notes.

General (FastTab)

This FastTab contains the following fields.

General tab fields
Field	Description
Fee note	Displays the fee note code.
Start date/End date	Displays the creation date of the fee note.
Lease number	Displays the lease number linked to the fee note. The lease number reference in the header is only available when the fee note has outstanding amounts related to a single lease.

Sales Tax (FastTab)

This FastTab contains the following fields:

Sales Tax tab fields
Field	Description
Sales tax group	Displays the sales tax group for the charge. The default sales tax group is from the lowest level of the property. If the lowest level does not have a sales tax group, the default value is from the customer or vendor record.
Item sales tax group	Displays the item sales tax group for the charge. The default item sales tax group is from the lowest level of the property. If the lowest level does not have an item sales tax group, the default value is from the customer or vendor record.
Print code	Displays the print code if the fee note is printed.
Sales tax amount	Displays the sales tax amount.

Address (FastTab)

This FastTab contains address information related to the lease of the fee note.

Financial Dimensions (FastTab)

This tab displays the main account and the financial dimensions used for the fee note.

Transactions (FastTab)

This FastTab contains the following fields:

Transactions tab fields
Field	Description
Date	Displays the date when the fee amount is charged.
Sales reporting/Invoice number	Displays the invoice or sales reporting number.
Due date	Displays the date when the original amount was due.
Description	Displays the description of the fee note.
Currency	Displays the currency of the fee note.
Origin	Displays the outstanding amount of the invoice or charge. The late fee amount is calculated based on the origin amount.
Fee amount	Displays the fee amount.

Buttons

The following actions are available:

Review and Process Lease Fee Notes Buttons
Field	Description
Voucher	Opens the Voucher transactions page for the selected fee note. Only available if a fee note is posted.
Cancel	Cancels a fee note that has been created.
Post	Posts a selected fee note to the G/L.
Print	Generates a report of the selected fee note.
Fee notes	Opens a form in which you can add a description or memo to the fee note.