When you update your price list, you'll need to update your service fees, EXACT provides you with two options to perform this in bulk.

Increasing or decreasing your fees by a given percentage

1. Go to Configure - Services/Stock Items - View Services.
2. Select Fee Updates.
3. You will be prompted to select an option.
   • Select Increase or decrease your fees by a given %.
   • Click OK.
4. You will now be prompted to select options on the Percentage Fee Adjust window.
   • Select the schedule to be updated.
   • Tick the boxes of the Price options to be increased, at least one must be selected (Price 2 is the default setting used by EXACT).
   • You also have the option to Undo the last fee change you made, this is only to be used if a mistake has previously been made.
   • Click OK.
5. The Increase or Decrease Fees prompt will open.
   • Enter the amount in Percent Change you wish your fees to be increased or use a negative figure to decrease.
   • Enter the amount you wish to Round up to, this defaults to 1.00.
   • You can also select individual Service Categories or all categories to adjust, you must select at least one.
   • Only click OK when you are happy with your selection as the fee update will take place instantly.

Creating a new set of fees to use from a set date

1. Go to Configure - Services/Stock Items - View Services.
2. Select Fee Updates.
3. You will be prompted to select an option.
   • Select Create a new set of fees to use from a given date.
   • Click OK.
4. You will now be prompted to enter information for to Add Fee Schedule.
   • Enter a Code to identify the new schedule.
   • Add a Description to further identify the schedule.
   • Change the Effective Date to the date you wish this new fee schedule to take effect.
   • For the fee increase, you can select which current fee schedule to Base Fees on, select by clicking into the box.
   • If you want this new schedule to take effect for all providers, tick the Set for all providers on Effective date box, unticking this will save the 
   • Click OK.
5. You will now be prompted to select options on the Percentage Fee Adjust window.
   • Select the schedule to be updated.
   • Tick the boxes of the Price options to be increased, at least one must be selected (Price 2 is the default setting used by EXACT).
   • You also have the option to Undo the last fee change you made, this is only to be used if a mistake has previously been made.
   • Click OK.
6. The Increase or Decrease Fees prompt will open.
   • Enter the amount in Percent Change you wish your fees to be increased or use a negative figure to decrease.
   • Enter the amount you wish to Round up to, this defaults to 1.00.
   • You can also select individual Service Categories or all categories to adjust, you must select at least one.
   • Only click OK when you are happy with your selection as the fee update will take place instantly.