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Credit card processing fee setup in Cashiering

Credit card processing fee setup in Cashiering



Description of Issue

This outlines the setup and process for assessing a credit card processing fee in Cashiering.



Context

Tyler Cashiering

Munis



Cause

Need to internally collect a credit card fee and see the charge in Cashiering and Munis



Resolution

There are two parts to the setup of a processing fee. The first part lies in the tender type setup in Tyler Cashiering and the second part lies in the charge code setup of Munis.

Cashiering setup:

  1. Add a fee schedule under Administration>Fee Schedules. Make sure Collected Externally is disabled for sites who want to collected the credit card fee. 

  2. Add the Fee Schedule to a credit card tender under Administration>Tender Types.

  3. Make sure the payment type Processing Fee is active and linked to the external system Enterprise ERP under Administration>Payment Types.

Munis setup:

  1. Go to General Revenues>Accounts Receivable>Setup>Accounts Receivable Charge Codes.

  2. Add a charge code for your current fiscal year called CCFEE, for AR Category 01. Activity Type should be PRIN – Principal.
    Calculation Code should be 5 – Qty x Unit Price.
    Check the option Use for Miscellaneous Cash.
    Enter the necessary GL Accounts in the Accounts tab. 

NOTE: The charge code must be named CCFEE.













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