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Prorate Inflows or All Flows

This setting allows you to prorate the billable capital flows based either on inflows or all flows.

• Inflows.Prorate deposits only.

• All flows.Prorate all capital flows including inflows and outflows. Many firms choose Prorate all flows.

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

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