Add a Fee Matrix Amount to the Total Block of an Element

• Overview
• Add a Fee Matrix Amount to the Total Block
• Remove a Fee Matrix Amount from the Total Block

Overview

After you apply a fee matrix to an element by creating a custom row, you should add the fee matrix custom row to the total block of the element so your client can see it. If you don't add it to the total block, then the fee matrix will still calculate and add an amount to the element total. But that could lead to confusion if your client adds up all visible totals and gets a different amount.

Add a Fee Matrix Amount to the Total Block

Remember, you can only do this if you have followed the steps in the Apply a Fee Matrix to an Element article to create a custom row for the element.

1. On the Projects menu, click Element Definitions
2. Double-click the element name that you want to add a total block field to.
3. Click the Views tab.
4. Double-click the view name that you want to add a total block field to.
5. Click the Total Block Rows tab.
6. Click the Add Total Block Row icon.
7. Enter the total block row details (see a description of each field below)
8. Click OK.

Here is what each column means when you are adding a total block row to an element:

• Caption - This is what the row will be named when you view it on the total block of an element.
• Field Type - This determines what information shows in the total block row. Choose "Custom Row" to add one of the custom rows you created for the element.
• Tax Category - Not applicable for custom rows.
• Custom Row - This is where you will choose the custom row name (code) of the custom row that you want to use.
• Print if Zero - This determines whether or not the total block row will print on a PDF report if the value is $0.
• Bold - This determines whether or not the total block row will print as bold on a PDF report.

Remove a Fee Matrix Amount from the Total Block

1. On the Projects menu, click Element Definitions
2. Double-click the element name that you want to remove a total block field from.
3. Click the Views tab.
4. Double-click the view name that you want to remove a total block field from.
5. Click the Total Block Rows tab.
6. Click the checkbox next to the total block row that you want to remove.
7. Click the  Delete the Selected Total Block Row(s) icon.
8. Click the "I Agree" checkbox, then click Yes.