Access compensation fees
Open the file you are working in.
Go to the Accounting section from the left-hand menu.
Click Compensation Fees at the top of the page.
Select the compensation fee type
On the Compensation Fees page, click the Type dropdown and select the type that applies:
Tier — percentage applied in tiers based on value ranges
Account — percentage applied to receipts and disbursements by account
Flat fee — a fixed amount
Enter the fee amounts
After selecting a type, enter the specific amounts or percentages for the calculation. This may include percentages on receipts and disbursements, a percentage on a particular sum, or a flat value — depending on the type selected.
Generate the compensation report
After saving your compensation fees, generate the accounting report to view the calculated compensation. The report includes compensation according to the amounts entered in the Compensation Fees tab.
Conclusion
The file-level compensation structure is saved and reflected in generated accounting reports. For organization-level defaults, see Managing Compensation Fees. Contact [email protected] if you need help.
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