SmartFusion Modules > Business License > Fees and Taxes > Post Fees and Taxes to Cash Collections

Recent Changes:  
6.222 - If posting to ledger, added logic to lock the "to" date and the Posting date, if the option to lock the transaction and posting dates option is checked in the fund ledger system file. If the option is set in the fund ledger system file, there will be a new checkbox visible called Edit transaction and posting dates that will allow editing of the dates as was normal prior to this change.
6.109 - Updated processing to include "EFT" pay types
6.57 - Added interest to total charges for posting to Cash Collections and Fund Ledger   
6.26 - Added feature to allow users to post summarized records to Fund Ledger

Overview

The Post Fees and Taxes to Cash Collections screen allows users to post existing fee and tax transactions to Cash Collections or, if specified in the system file, Fund Ledger. If posting to Fund Ledger, users will also have the option to post either detailed or summarized records based on the print option.

Report Options

• Select process
  • Post Only
  • Print & Post
  • Print Only
• Print option
  • Detail
  • Summary (groups records by account and transaction type)
  • Totals Only
• Posting date (only enabled if posting)
• Enter range to include
  • Date from/to
  • User from/to
• Edit transaction and posting dates - will be visible only if the option to lock the transaction and posting dates is checked in the fund ledger system file, if available, will allow editing of the transaction and posting dates as was available prior to this change.