How do I enter fee approvals?

Fee approvals appear in:

• Corporate > Corporate Info > Fees   or for Personal Appointment Estate > Estate Info > Fees

OR

• Financials > WIP and Fees tab, and

To add a fee approval select Add or Add/ Fee Approval from the Add Fee item drop down option: 

An example of the fees approval form is displayed below:

Fee approvals appear on the following practice reports:

• the WIP and Billings report
• the Fees Approved verses Fees Incurred
• the Outstanding Fees to available funds report

The Job Detail Listing also has the following data fields available:

• FeesApproved
• FeesRequested
• FeeBasis 
• Fees (fees paid)