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 a late fee or interest charge created, go ahead and do that next. For a tutorial on creating a new charge, CLICK HERE.

*Note in order to create a late fee or interest rule, the Type of Charge must be set to "Fee"!

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.

Select the specific Action Type and Action Step when the charge is to be levied. Set the Charge Amount and adjust the frequency. Whenever the Action Type is moved to the particular Step, the Charge amount will be added to the Homeowner's Ledger.