Fee Schedule

The function Utilities>Fee Schedule is designed so that you can record your general office client fee schedule rules, then see what fee you should be charging a client based upon those rules. All rules entered in the window are shared by all clients regardless of the client that is open. The rules are recorded on the Write Up tab. The calculations are presented on the Calculations tab. The Override column is used to enter non-calculated values (*) and where you want to force a particular value for any item which will apply only to the client that is currently open.

Calculations Tab

Use the Override column to assign a fixed value for any item which will override the calculated value for this client only. Also use the Override column to assign client specific values to items with an asterisk (*).

The Recalculate button forces a recalculation of the window after entering changes in values. The Reset button removes any manual override and returns average period calculations based on the Calculated column. The Print button prints the fee calculations report for the current client.

Enter the amount the client is currently charged per period in the Current Period Fee field. Enter the year end fee amount in the Current Year End Fee field.

Notes may be entered if desired.

Calculate Total—The program defaults to the period type currently set up for the active client. Selection of a different period type in the drop-down list will show what the billing for that period type should be.

Item and Method of Calculation:

All of the calculated values, that are based on an average of a period, will calculate their data based on an average of the periods within the selected range, using either the Year/Period Range or the Date Range on the left of the screen.

The Total Count column displays the total count of the item and is for information only. This amount is not used in any fee calculations.

Write Up Tab

To record rules, highlight each item for which you want to create a fee schedule rule, and enter the values in the grid column on the right.

To use tiers, enter the amount you wish to charge for the number of items up to the value (count) entered in the To column. For example, if you are recording item 4 Check Register Checks and you want to charge $1.00 a piece for the first 100 checks, you would enter 100 in the To field and 1.00 in the Amount field for Tier 1. If you want to charge .75 per check for the next 100 checks, you would enter 200 in the To field and .75 in the Amount field for Tier 2. If there are more actual items in an average period than the To number on the last Tier all additional items will be included within the range of the last Tier.

Fee Schedule Options

Click the  icon on the Data Bar for Fee Schedule Options.

Print Offset—Due to printer variations, column widths do not print the same as they look on the screen. Use Options>Print Offset to adjust for these differences. Increase the number to increase the printed column width and decrease the number to decrease the width. Once this is set for your system, columns will print as they appear on your screen.