Set Charge Prioritization at the LegFi HQ Level (How-to)

The Charge Prioritization tool allows HQ users to assign a priority level (High or Highest) to the applicable chart of accounts, which controls the order in which Due and Past Due charges must be paid by members.

If used, this tool ensures charges like National Dues and Fees are paid before lower priority charges.

Before You Begin:

HQ users will have the option to assign the priority level of High or Highest to chart of accounts, while administrators at the chapter level will only have the ability to assign the priority level of High. 

For the charge priorities to apply to chapter accounts, Sync Chart of Accounts in the Finances Manager must be active at the LegFi HQ level. Contact [e-mail] to sync chart of accounts. 

Charges with the Highest priority level are considered more critical than the High priority. 

How to assign Charge Priorities: 

1. Log into LegFi as an HQ user.
2. Navigate to the Organizations page.
3. Click into the Organization Manager. 
4. Select Finances > Chart of Accounts. 
5. Next to the applicable chart of accounts, select the pencil icon under Actions.
6. Select Highest or High from the Charge Priority dropdown. 
7. Save Account.

Related Articles:

For more information on managing and syncing your chapters' chart of accounts, see this article.