Portal Menus > Clients > Arrangements

Client Arrangements

The Arrangement screen displays the fee arrangement associated with the specific client. Use the Fee Arrangement filter in the top left of the screen to select the fee arrangement you wish to view.

For more information on fee arrangement details, see the Arrangements section.

Access the fee arrangement for a specific client by selecting the client→ Arrangements from the drop-down menu at the top of the screen.

Tip: You can show/hide the Client Arrangement page for various users. Admin: Permission Group: Arrangement>Can View Arrangement.

Action Menu

On the Arrangements screen you can also choose a default fee arrangement to be applied to the client, copy an existing arrangement, add a new arrangement, update arrangement KPIs, and delete an arrangement.

On the top right of the screen, click the drop down arrow to view the following options.

Tip: User Permissions to edit the Arrangement page details can be set in Admin: Permission Group: Arrangement.

Setting a Default Arrangement

You can select a default fee arrangement to apply to a client

To set up a default fee arrangement for the client:

On the Report tab, click Choose Default. A Choose One of the Existing Arrangements as a Default One pop-up window displays.
Select an Arrangement Level of Firm, all arrangements in the firm, or Client, all arrangements specific to a particular client).
Select the Arrangement from the drop-down list and click Save. The screen refreshes, and the arrangement you selected as the default for the client displays on the Fee Arrangement drop-down on the upper-left of the screen.

Copying an Existing Arrangement

To copy an existing fee arrangement:

On the Report tab, click Copy Existing. A Copy Arrangement Data from Another Arrangement pop-up window displays.
Select an arrangement Level of Firm, all arrangements in the firm, or Client, all arrangements specific to a particular client.
Select the arrangement you are copying from the Source [Level] Arrangement drop-down.
In the Choose arrangement parts to be copied list, select the checkbox next to each part of the arrangement detail you wish to copy on to your new arrangement. Available parts differ based on the Level you selected.
Click Save. The screen refreshes, and the copied arrangement now displays.

Creating a New Arrangement

To create a new fee arrangement:

On the Report tab, click New.

See the Arrangements section for more information on creating a new fee arrangement.

Updating Statistics

The Update Statistics option allows you to manually initiate an update for the calculations of any KPIs or numerical data for fee arrangements. The update overrides the update settings in Admin.

To update statistics:

On the Report tab, click Update Statistics.
Click OK.

Deleting an Arrangement

To delete an arrangement:

Make sure that you are viewing the fee arrangement you wish to delete.

On the Report tab, click Delete. You are prompted, "Are you sure that you want to delete selected fee arrangement?" Click OK.