Training
Year Refresh: Managing Fees and Payments
VirtualEvent
Tracy Troutner
Read More
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.

Related resources
webinars & trainings
Training
Latest GeoPermits Upgrades: Smarter Tools for Permitting Success
Read More
webinars & trainings
Training
Email Essentials
Read More
webinars & trainings
Training
Workflow Builder Quick Start: Understanding the Builder Environment & Building Basics
Read More
newsletter signup
Stay up to date
Join our invite list and learn valuable skills from industry experts in our engaging webinars and trainings.
By signing up, you agree to our Terms and Conditions.

Share