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- In the Project, click Fees in the left navigation.
- Click the Assess Fees button.
- Select the submittal you are associating fees on:
Select Fees
- Select the fees you want to assess, then click Next
- Review the fees you assessed and click Back if you need to add/remove fees.
- Click Save to finish assessing the fees.
Fee Notes
Notes in the Grid
If you add a note to the fee, you can view it in the grid by clicking on the note icon:
Notes on Invoices or Receipts
When assessing fees, if you add a note and select Include notes in invoices and receipts, notes will be shown like this: