Creating a fee service code
Fee service codes are fee codes from the bank.
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On the Fee Services Codes tab for the bank, select Actions > Create.
Use the following guidelines to enter field values:
- Fee Service Code
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Type a Fee Service Code (alphanumeric field)
- Description
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Description of the service code
- Fee Service Category
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Group of fee service codes that fall under a specified category
- Unit Price As Of date
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The effective date of the unit price for the fee service code.
- Unit Price
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The unit price for the fee service code for the effective date.
- No Unit Price
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Select the check box if the service code does not have a price.
- AFP Code
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The Associate for Financial Professionals Code is another code used to identify the services provided by the bank. AFP codes are predetermined by the bank so any AFP code a user would enter is associated with the Fee Service Code.
- Click the arrow in the Fee Service Category field and create a category from the menu. You will have to create a Fee Service Category at this point. For more information, see Creating a fee service category.
- Click Save.