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From/To Amount (Flat Fees)

The billing definition flat fee field allows you to set the assets under management included in the specified flat fee. For example, if you want to bill all clients who have between $100,000 and $500,000 under management at a flat fee of $500 per year, you enter 100,000 in From and 500,000 in To. If you do not enter an amount in To, Tamarac Reporting will set the ending amount as No Limit.

Flat fees allow you to enter the range that the flat fee applies to.  Flat fee rate tiers must be sequential and can't overlap, but gaps are allowed and you don't have to start at zero (e.g., $10-$100, $200-$300). You can start flat fee tiers at any From amount. From amounts do not have to follow sequentially from the previous To amount for flat fees.

When you add a new tier, the From field automatically generates at the previous To rate plus $0.01. However, for flat fees, you can change the From amount to any dollar value.

To learn more about rate tiers, see:

• Set Up Rate Tiers for Bill By Category

• Set Up Rate Tiers For Bill By Total Portfolio

• Add Flat Fee Tier

• Add Rate Tier

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

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