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Costs and fines Cuba Process Help 277-30010170

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This page contains information on how to record a cost and/or fine imposed by a court on a customer.

On this page:

Recording costs and fines

Update costs and fines

Recording costs and fines

Table 1

Expand table

Step

Action

1

Start point - recording costs and fines

Start point - Costs and Fines window for either the customer or non-individual (organisation).

2

Create new file

Select New, or select the File menu, then New (only required if there are existing costs or fines records).

3

Update the Cost and Fine group box
  • Key the reference number of the court proceedings in the Reference No field
  • Key the date the cost or fine was imposed in the Date field
  • Key the amount of the cost or fine in the Amount field
  • Select the reason that the cost or fine was imposed from the Reason drop down list
  • Key the name of the court that imposed the cost or fine in the Court Name field (up to 50 characters)

4

Save file

Select Save.

5

Documentation
  • Highlight the created record in the Costs and Fines List box
  • Select Notepad to open the Notes window. Create a new note to document the decision, see Documenting Child Support information for more information
  • Select the Save button to save the note

6

Close window

Select Close to return to the Costs and Fines window.


Update costs and fines

Table 2

Expand table

Step

Action

1

Start point: for either the customer or non - individual (organisation)

Start point: Costs and Fines window for either the customer or non - individual (organisation).

2

Select the record to update

3

Update costs and fines (excluding type)
  • Select the record to be updated in the Costs and Fines List box
  • Overtype the fields that require updating
  • Select Save

Go to Step 5.

4

Update costs and fines (type)
  • Select the record to be updated in the Costs and Fines List box
  • Change the amount in the Amount field to $0.00
  • Select Save

Go to Record costs and fines, and re-enter the record with the correct type.

5

Documentation
  • Select the correct record in the Costs and Fines List box
  • Select Notepadto open the Notes window. Create a note to document the decision, see Documenting Child Support information for more information
  • Select the Save button to save the note

6

Close window

Select Close to return to the Costs and Fines window.