The Fee Compensation Rule window is accessed via the Fee Compensation Rules Table by using the New button, the Edit button, by double-clicking an existing rule on the table, or by double-clicking a blank row on the table. This window is used to define an individual rule.

The following fields are displayed in the Fee Compensation Rule window:

Compensation Information

Timekeeper

Type

Firm

Will Receive % of Receipts Taken from

Statement Options

All Statements

Statements Dated mm/dd/yyyy through mm/dd/yyyy

Receipt Options

All Receipts

Receipts of $xxxx through $xxxx

Note: The Fee Compensation Rule window cannot be accessed if Shared is selected for the Source.

Note: New or changed fee compensation rules will not apply to payments that are already allocated. If you want new or changed fee compensation rules to apply, you will need to go through the steps to change payment allocations on the allocated payment after the fee compensation rules have been added or changed.

The OK button can be used to close the Fee Compensation Rule window. Any changes made to the rules will be saved when the client is saved. However, if you close the Client window without saving the client, any changes to the fee compensation rules will not be saved.

The Cancel button can be used to close the Fee Compensation Rule window without saving any changes made to the rules.

See also:   Examples of Rules
  Fee Compensation Rules Overview