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Firm billing and fees

Adjust fee rates for billing items

The Adjust Fee Rates feature helps you quickly change rates in a graduated table. You can increase amounts in 1 or more columns by a specific amount or percentage.
Follow these steps to adjust fee rates for billing items.
  1. Select
    Setup
    ,
    Firm Information
    , then
    Billing Items
    .
  2. Find the fee you want to adjust and make sure it uses the
    Graduated table
     calculation method.
  3. Select
    Adjust Rates
     in the Fee Schedule section.
  4. In the
    Adjust Fee Rates
     window:
    1. Select the column to adjust from the dropdown list, or select
      All
       to change every column.
    2. Select the 1st and last rows you want to change using the
      Beginning row
       and
      Ending row
       dropdowns.
    3. Choose if you want to adjust by
      Amount
       or
      Percent
      .
    4. Enter the adjustment value in the
      Increment value
       field.
  5. Select
    OK
     to apply your changes.
The system will update the amounts in your graduated table on the
Billing Items
 screen.

This article applies to:

  • Product: Accounting CS
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