System Parameters - Creating Apportionment Fees

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System Parameters

 Setting Up Apportionment Fees

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:

1. Go to the main System menu.
   
   
2. Select System Parameter.
   
   
3. Select Apportionment Fees:
   
   
   
   
4. To amend an existing fee, select one and click Amend.
   
   
5. To add a new one, click Add.
   
   
6. Click Save and Close:
   
   
   
   

Managing Apportionment Fees

1. To set a fee as the default, tick the box next to Default.
   
   
2. To delete a fee, tick the box labeled Deleted.
   
   
3. 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:
   
   
   
   
1. 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:
   
   
2. 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.

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