System Parameters - Creating Apportionment Fees
This article is part of the System Parameters section.
To apply an admin fee when processing property sales, you must first set up Apportionment Fees.
There may already be some fees listed to help you get started. You can edit or delete any of them.
To add or edit Apportionment Fees:
- Go to the main System menu.
- Select System Parameter.
- Select Apportionment Fees:
- To amend an existing fee, select one and click Amend.
- To add a new one, click Add.
- Click Save and Close:
Managing Apportionment Fees
- To set a fee as the default, tick the box next to Default.
- To delete a fee, tick the box labeled Deleted.
- If you use the Date Solicitor Sale Letter Received field when processing property sales, you can enter a number in the box next to the Late Days label:
- This adds late days to a fee and allows the system to apply it automatically based on the number of days between the sale date and the date the solicitor’s letter was received:
- During the sale you you can still choose to use a different apportionment fee:
You can't add late days to the default fee.
One fee must be marked as the Default. The default fee will be automatically selected when processing sales.
Related Articles
System Parameters - Creating Development Roles
This article is part of the System Parameters section. Find all related articles here: System Parameters Development Roles allows users to create new roles (in addition to Property Managers and Credit Control Managers) and assign users to these roles ...Properties - Pending Sales
This article is part of the Properties section. Find all related articles here: Properties Pending Sales was introduced as an interim process between starting a sale and completing a sale, to minimise the need for amendments or deletions after a sale ...System Parameters - Creating Memo Types
This article is part of the System Parameters section. Find all related articles here: System Parameters Memo Types enable you to categorise memos systematically based on their purpose or subject matter. This ensures that all recorded memos are ...System Parameters - Creating Job Types
This article is part of the System Parameters section. Find all related articles here: System Parameters Job types enable you to categorise contractors by their areas of expertise, making it easier to locate contractors based on the required service. ...System Parameters - Creating User Groups
This article is part of the System Parameters section. Find all related articles here: System Parameters User Groups are used to group together a set of permission based on a specific job role. These can then be assigned to users to determine what ...