Fee Tab

The fee tab is used to add, edit or delete fee entries from your complete account. Note that you can have multiple fees on one account.

Fee List - The Fee tab will display a list of all fees that have been added to your file. Entries can be edited or deleted using the Edit and Delete links.

Add New Fee - Click this link to manually create a new fee entry.

Description As It Will Appear On Account - Enter a description for your fee amount. whatever is typed into this field will be displayed on the account

Description As It Will Appear on Funds to Close or Order and Direction to Pay - This field will only be visible to you if your account setting is set to Show Totals for Each Fee, Each Disbursement and Taxes. The description entered here is the description that will be displayed on the Funds to Close or Order and Direction to Pay.

Net Amount - Enter the net amount of the fee

GST Amount (Apply GST) - Click the Apply GST link to have the system automatically calculate the GST for you or enter an amount directly into the field. Once calculated, the amount can be edited by you.

Obtain the fee based on the amount of total account - Selecting this option will display an Amount of Total Account field. Once all disbursements have been entered, enter an amount that you require your account to total and click the Calculate link. The system will determine the fee amount in order to have your account total the amount entered in the Amount of Total Account field.

Get Default Fee - Click this link to import fee entries to your file that were created in your Company Profile.

Default Fee List - the default fee list will display a list of all fees entered in your company profile. For easy reference, the list will display the name given to the fee, the description of the fee, the net amount, HST and Total for each fee entry. Select one or more fee entries by selecting the check box in the Add column and clicking the Add link in the upper right.