| User Roles | ✗ Pulse user |
Discover how to easily optimize your fee management with the "Fees" account template within the BE Working Papers package.
Activating and Linking the "Fees" Account Template
The "Fees" account template is part of the "BE Working Papers" package. It helps manage and process fee details efficiently.
Manual Linking
- Standard Linking: The template is automatically linked to the 6132 accounts. This is convenient, but in practice, fees may be recorded on other accounts.
- Manual Adjustment: If fees are recorded on another account, you can manually link the template to this specific account. Once done, it will automatically link to this account in future periods.
Adjusting the Standard Account Range
If you frequently use a different account range, you can set this at the office level:
- Templates Tab: Accessible only to admin users.
- Navigate to "Templates": Select the "Fees" template.
- Adjust the "Account Range": Make the necessary changes so that this setting becomes the new standard behavior for future periods and files.
Linking to an Account
- Go to the account, click on edit and select the "Fees" template.
- Click save.
Using the Account Template for Fees
This template provides a detailed breakdown of fees and the possibility to create a form 281.50.
Options for Form 281.50:
- Without Form: Option to fill in only the account details without creating an official form.
- With Form: All required fields are available for creating a form. You can choose between creating:
- A new form.
- When creating a new form, automatic checks and warnings are generated to ensure completeness.
Belcotax-on-Web (Forms 281.50)
This template provides a comprehensive overview of the number of forms created within a file. Link the accounts with the "Fees" account template where it is indicated that a form should be created.
Once the link is made, you can submit the prepared forms in bulk.
Ensure that your admin user has activated this feature via the integration page