Configure Escrow Fees

The Escrow Fees panel allows administrators to designate which fees associated with the template can be paid using funds from a contractor's escrow account. For example, on a building permit case template, any building fees paid by the contractor could be designated as escrow fees while any licensing fees, utility permit fees, or other fees normally paid by an individual might be omitted.

PREREQUISITES: The Escrow Payment security function and its associated sub-functions must be selected for the security role you belong to. See Security Roles for more information.

1. From the home page, click PLL and click Case Templates.

2. On the Case Templates panel, select a template.
3. On the Escrow Fees panel, select the desired fee types using the drop-down list.

NOTE: Admin automatically saves the changes you make. A notification pops up at the bottom to verify changes have been saved.