Review and approve a tenant fee record
Verify the fee category, calculation and evidenced reason before approval.
Before you start
Compliance View opens the workspace; Create is used for new intake, Edit for review/approval and Delete for deletion. Each action also validates its record.
Follow these steps
- Go to the fee log.
- Verify property, tenant and fee type.
- Recalculate the amount using the supporting fields.
- Check evidence and notes.
- Save and approve only when the fee is supported.
Fields, rules and limits
- Select the actual fee category and supporting calculation fields. Review the software’s calculated limit and the evidence; approving a log does not collect money or determine that a charge is lawful in every circumstance.
Check it worked
The linked entity, saved state, dates and evidence match the intended task.
If something does not look right
If the expected result is missing, check the saved record, the current workspace and the action’s permissions. Record the exact validation message; do not repeat a state-changing action until you know whether the first attempt saved.
Questions and answers
Does a parsed document count as approved?
No. Parsing supplies suggested values. A reviewer must verify the linked entity, evidence and required fields, then use the separate approval action.
Is the generated PDF the original certificate?
No. The system PDF reflects the saved compliance record or notification. Open the original source evidence separately when checking the document supplied.