Add or Copy Allocation Fee Schedules

Fee schedules are fixed amounts and percentages applied to balances in expense distributions. Use fee schedules only when creating expense allocations.

1. From Settings, Allocations, under Fee schedules, select Add.

   To copy from an existing fee schedule, select Copy from a schedule's menu and follow the remaining steps below.

2. Enter a unique name and description for easy identification.

3. Select whether to calculate the amount using the fee table or receive a prompt when the allocation runs.

4. When you calculate using the fee table:

   • Update the start and end amounts for each range. For the first range, the start amount is "0.00" and can't be changed.

   • Update fixed amounts as needed.

   • Apply fee percentages and update the minimum and maximum fees as needed. For details about customizing labels for fee headers, review allocation business rules.

5. Select whether or not to divide the balance based on the table ranges and apply fees to balances. Total fees are calculated based on fee amounts from each row in the table.

6. Choose how you want to post minimum fees and specify a maximum fee amount for a specific time period.

7. Select Save.

Edit or Delete Allocation Fee Schedules

From Settings, Allocations, under Fee schedules, select Edit or Delete from a schedule's menu.

Tip: You can only delete schedules when they aren't used by an allocation.