How to Setup Action Item Charge Type Rules

There are times when you want an Action Item to kick off a certain charge--For instance a Bank Return caused by an NSF or a Violation causing a daily fine.

First, navigate to the Association -> Assessments screen. (All charges that are applied to Homeowner accounts are established and managed form the Association -> Assessments screen, including charges that are not technically Assessments.)

If you do not already have your charge type--for example: Bank Return or Violation Fine--created, go ahead and do that next. For a tutorial on creating a new charge, CLICK HERE.

*Note in order to create a charge at a specific Action Item step, the Type of Charge must be set to "Action Item"!

If your charge is already created, click on the drop-down arrow to the left of the charge to display the Rules tab, as shown below:

To Create a new Charge Rule, click the +New Rule button to open up the Edit Fee Rules screen.

Start Date: Pick a start date for this charge rule. Any date in the past will work if you want these to begin immediately.

End Date: An end date is rarely necessary. Only enter an End Date if you want these charges to stop at some point in the future.

Action Type: This is where you choose which Action Item Type creates the charge. For instance: Bank Return or Violations may be used to kick off these charges.
*Note* Be specific here. If you have multiple Violation Models, for example, be sure to choose the violation model appropriate for this Association

Action Step: This chooses which step of the above Action Item Type produces the charge. When stepping an action item, only steps listed as part of rule will have the optional Charge field when stepping

Charge Amount: How much to charge by default at this step. When manually stepping, this can be edited using the Charge field in the Action Item window. 

Frequency: How frequently do you want to the system to charge the above amount? Setting this to "Daily" will charge the Homeowner every day that the action item remains at this step. Advancing the Action Item to a different step will stop the charge from continuing to apply.

Rule Description: Use this to give more description to the charge on the Ledger. The Ledger will display the Overall Charge Type, then the Rule Description. Use this is you want more clarification on your Ledger items. 

Click Update once you're done. You may create multiple rules under the same charge type if needed. For example, a Violation Charge may have several rules for :

• Daily Fine
• Weekly Fine
• Monthly Fine
• One-Time Fine