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The Charges screen lists the current charges for a company with the following details:

Registration numberMaximum of 10 alphanumeric characters. This must be unique across all charges.
Charge dateThis is the date the charge was created.
Type of chargeFixed, floating or both.
Property descriptionDescription of the charge property
Discharge date(optional) The date the charge was discharged.
To add a charge
  1. Select a client from My List and click Corporate admin.
  2. Click the Charges tab.
  3. Click Add charge.
  4. Enter the following charge details:

    Registration number

    (Optional) This number must be a maximum of 10 alphanumeric characters and must be unique across all charges.

    Charge date

    (Optional) Enter the date of creation in the format dd/MM/yyyy or select the date from the drop-down calendar.

    Type of charge

    Choose whether the charge is fixed, floating or both.

    Charge created bySelect how the charge was created from the drop-down list.
    Charge created againstSelect what the Charge is created against from the drop-down list.
    If you select By other conduct, you must enter the details in the Other conduct description field.
    Liability descriptionEnter a liability description for the charge.
    Maximum prospective liability(Optional) Enter the maximum prospective liability amount.
    Property description.(Optional) if the charge is over a property, enter a description of the property.
  5. In the Chargee details, select a contact from your Contacts list. If the contact doesn't exist, click Create new contact and fill in the details.

  6. (Optional) If the Chargee receives any financial benefit, enter the amount in the Financial benefit field.

  7. (Optional) If applicable, enter the discharge details..

  8. Click Add charge. The charge appears in the company's Charges register.
To edit or delete a charge
  1. Click on the registration number in the Charges tab. The Update charge details modal appears.
    • Make the required changes and click Save changes.
    • To delete the charge, click the Delete button.