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Exclude Flows Under $X or X% of the Billable Value

This setting allows you to make designate the smallest amount you want to make adjustments for. Any flows less than this amount will be excluded from proration.

Many firms set a $1,000 threshold for prorating flows.

The flow limit exclusions are applied at the total per day level, not at the transaction level. For example, if you set a flow exclusion of $1,000 and an account has two inflows of $900, or $1,800 for the day, Tamarac includes that value in the billable value.

For more information on billing groups, see Understanding Billing Groups.

For more information on billing definitions, see Understanding Billing Definitions.