Year Refresh: Managing Fees and Payments

As the new year gets underway, this session will focus on key fee and payment configuration and reporting tasks to help your team start the year on solid footing. We will walk through best practices for reviewing and updating fee schedules, configuring payment-related settings, and using built-in reports to support ongoing financial oversight.

What You'll Learn:

• Fee Schedules and Configurations
  Learn how to create and update fee schedules in GeoPermits, including configuring different fee types, setting effective dates, and ensuring fees align with your agency’s requirements.
• Fee Recipients and Payment Activities
  Explore the options for fee recipients and payment activities, including how fees are distributed, tracked, and associated with permits and applications.
• Payment Activities and Reporting
  Review how payment activities are recorded and tracked, and learn how to use these reports to support reconciliation, auditing, and financial analysis throughout the year.