Regular Fees

To set up regular fees, navigate to Clients > Account > Fees > Fee set up:

Use the +Add record button to record the regular fee and the following page will appear:

Complete the information on the Fee and, if relevant, the Holding or Scheme page as relevant:

If the fee is for a particular holding or scheme, click on the appropriate tab and click on the holding/scheme that the fee is relevant for, then simply click on the holding to select:





Once these tabs have been completed, move onto the Fee due and Splits tabs and complete relevant information:

This has set the fee up ready to be posted.