Apply a fee to an account group

Fred Office Plus

You can apply a fixed charge or percentage fee to an account group.

1. Go to Assistants, then select Group.
2. Right-click the group and select Perform Quick Action.
   
3. If the Welcome screen displays, click Next.
4. Click + next to Financial Details to expand, then click Apply a Fee.
5. Click Next and enter the fee details.
6. Click Next and review the list of accounts the fee will be applied to.
7. Select the confirmation check box and then click Next.
8. Click Finish to save your changes.

Related links

Set up and manage account groups