Back	Home > Data Dictionary > T > To Amount (Billing Settings)

To Amount (Billing Settings)

This billing definitions rate field allows you to set the maximum assets under management included in the specified annual rate. For example, if you want to bill all clients who have $1 million or less under management a 1% annual rate, you enter 1,000,000 in To. 

When you add a new tier, the From field automatically generates at the previous To rate plus $0.01.

Notes

When setting percentage rates, be aware that:

• If you do not enter an amount in the To box, Tamarac Reporting will set the ending amount as No limit.

• Percentage rate tiers must be sequential, without gaps (e.g., $0.00-$100, $100.01-$200).

Learn More

To learn more about rate tiers, see:

• Percentage Rates

• 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.