Document Transactions

This feature allows users to attach a cost charge to a document. When the document is either printed or put on the print list, a cost will be charged based on the cost reason default or the court-payee cost pre-sets.

Document Transaction Setup

Select from the menu bar in CollectMax, then select

to display the Master Documents Screen.

Select the document to add the transactions and click the button to display the Document Properties Screen.

Select the Transaction Tab to view document transactions.

Click the button to add a code.

Select the Transaction Type from the list.
- CEX: Client Expense that will not be charged to the debtor.
- COST: Cost/Fee to be charged to the debtor and recovered from the Client.
- FEE: Fee that will be added to the contractual attorney fee balance bucket and recovered from debtor payments but not recovered from the Client.
- CFEE: Client Fee will be billed to the client but will not be charged to the Debtor/Consumer.
- CCB: Cost Balance Adjustment that will only modify the amount the debtor/consumer will owe in Costs.
- NRC: Costs that are not recoverable from the debtor/consumer at the time they are incurred but are to be recovered from the Client.
Select the Reason for the COST, CEX, CFEE or NRC by picking from the list. To add a new reason code , click the button. No reason code will be entered for FEE and CCB transactions.
Select the Funds from the list. Select to fund the transactions from either the Firm Operating Account or No Check Charge only. Document Transactions can not be funded from the Trust, Trust Cost, or Firm Cost accounts.
Enter any transaction notes to include on the transaction.
For COST, CEX and NRC transactions, select the Check Grouping method. This is the way the cost checks will be grouped for printing.

Note: Document Transactions will be posted regardless of the funds availability in monitored Firm Operating Accounts. Users using the Firm Operating Account monitoring are advised to verify there are enough funds prior to using this feature.

Click the button to add the transaction to the document.
Continue to add any additional transactions to be posted with this document.

Each time this document is put on the print list or printed the added costs will be posted to the claim.

If a users removes a document from the print list or deletes the document history note it will not reverse the transaction. Each document transaction will have to be deleted or reversed manually.