Add or Copy Allocation Fee Schedules

Fee schedules define fixed amounts and percentages applied to expense distribution balances. Use them with expense allocations only. To learn how fee schedules fit into an allocation, see Add or Edit Allocations.

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

   To copy an existing schedule, select Copy from its menu, then update the copied details.

2. Enter a unique name and a description that identifies the schedule.

3. Select how to calculate the fee: use a fee table or receive a prompt when the allocation runs.

4. If you use a fee table:

   • Set the start and end amounts for each range. The first range starts at 0.00, and you can't change that value.

   • Set fixed amounts and fee percentages. Specify minimum and maximum fees as needed.

   • For fee header labels, review allocation business rules.

5. Choose whether to divide the balance across the table ranges before applying fees. The total fee is calculated from the fee amounts in the table rows.

6. Set how to post minimum fees and specify a maximum fee for a time period.

7. Select Save.

Edit or Delete Allocation Fee Schedules

From Settings, select Allocations. Under Fee schedules, select Edit or Delete from a schedule's menu. To edit a schedule, you can also select its name.

Tip: Delete a schedule only when no allocation uses it.