Enter Payments: Miscellaneous Fees (CBAMISC)

Overview

Fields

Use the Miscellaneous Fee form (CBAMISC) to record payments made for non-case-related fees. More Information.

To enter case-related payments, use the Payment Entry form (CBAPAYM).

Multi-Location Accounting Considerations

To make payments on non-case-related fees

1. Do one of the following:

• Enter or search for a Receipt ID-

• If you don't have the Receipt ID, enter the name of the individual making the payment in the field to the right of Receipt ID. The receipt name does not have to be a person (or organization) defined as a party to the case.

If the ID has a history of making payments with non-sufficient funds, the system alerts you to this fact. More Information.

2. If the payment is for an attorney debit account:

• Enter an Account or select one from the list. The system displays the account description.

• Enter or search for the Auth (Authorized user) ID. The system displays the authorized user's name.

3. Enter additional information in the Receipt Comment field.

4. From the Block menu, select Next to go to the Account Detail options.

5. Enter the Qty (Quantity) of the item. For example, you might record the number of copies for a document copying charge.

If this payment goes to an attorney debit account, enter 1.

6. Enter the fee Detail code or select one from the list. ACS Contexte automatically displays the Description and any default Fee Amount. You can change this amount.

If this payment goes to an attorney debit account, the system enters 0.00 in the Fee Amount field. Enter the amount of the deposit here.

7. Enter the payment Detail code or select one from the list. ACS Contexte automatically displays the pay code Description and Pay Amount. You can add to or change the description. The Total is the total of all payment amounts for the selected receipt.

ACS Contexte automatically assigns the payment to fees within the same category as the payment type, as defined on the Detail Code Rules form (CTRDETC). For more about CTRDETC, see the ACS Contexte Setup Manual.

8. To enter additional charges and payments, from the Record menu select Next and return to step 4. Otherwise, go to the next step.

9. Save the charges and payments.

• The receipt prints automatically if you're set up to do so. More Information.

• To print a receipt manually, select Receipt Window in the navigation frame.

10. When you finish, Exit the form.

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