Recurring Charge Uplift

Recurring Charge Uplift

Purpose

Allows all selected Recurring Charge amounts to be uplifted (or reduced) by a percentage

Access

  1. Accounts | Edit/View Account Recurring Charges | Account Recurring Charge Browse | 

Prerequisite

Always ensure that a Backup has been taken immediately prior to running the process

Process

On the Recurring Charge Browse:

Select the Recurring Charges that are to be uplifted by CTRL + Click

Note: CTRL+A will select all of the Recurring Charges


A welcome screen is presented

Click  to be presented with the below dialog:


Field
Explanation
Uplift Factor
Enter here the percentage increase or decrease that should be applied to the recurring charges

A decrease will have a leading minus (-)

Click  to be presented with the confirmation dialog

Review the list of Recurring Charges to be adjusted

If Correct, Click  to initiate the process

If Incorrect, Click  to return to the Recurring Charge Browse

Once the progress bar is complete, click  and review the Completion message

The Recurring Charge uplift process will stop recurring charge where there is no:
  1. Start Date
  2. Next Date
  3. From Transaction Type



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