List fee models

To list fee models:

  1. On the Main menu, select Configurations > Fee models.
  2. On the Fee Models screen, select a fee model to review its details.

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The default fee model attached to the organization appears at the top. Below this is a list of all fee models that are added to the organization.

  1. On the Fee model details screen, select one of the following tabs to access more information:
    • Fee model: View the name and ID of the fee model. This screen also shows the platform objects (such as programs and accounts) where the fee model is attached.
    • Fees: View and manage the fees that belong to the fee model.
    • Association type: View the platform objects to which the fee model is currently attached.