1)Click the "Rules for expenses and limits" button on the Home screen:
2)Register new, or change an existing rule:
Fields with an asterisk (*) are mandatory -
The BINETIX PTM platform has multiple payment channels. When using the System, you have access to the following channels (Position 1):
✓Letters of credit - import and export
✓Collection - import and export
✓Bank guarantees
Specify the payment channel for which you want the selected expenses and limits rule to apply.
The tax-type nomenclature can be synchronized with the core-system of the organization you are working for.
From the drop-down list, you can choose fees such as:
✓Fee for processing
✓Fee for changing documents
✓Fee for SWIFT processing
✓and other...
These fees are exemplary. The list contains the actual fees that can be used when setting expense and limit rules.
Fee rules can be set as a percentage or as a fixed value.