Matter Type Fees - How to Enter Fees against a Matter Type
The Account module and Letter Templates module provides the ability to set up standard descriptions and charges for your estimated professional fees and DIPB charges. Once you have set up these default estimates, these will be available as an option that you able to use whenever you create new Fees and Disbursements or print Letter Templates.
To set/edit a default matter fee, you can either use the Accounts Setup Tool or launch from the main menu.
If you haven't yet completed the Accounts Setup tool, you can create your default Matter fees from the Accounts Setup tool. To access this click the Accounts button in the main toolbar and then select 'Accounts Setup'. For instructions on how to use the Accounts Setup tool please see: How to use the Accounts Setup Guide.
When the Accounts Setup tool opens, click 'Set Matter Type Fees'.
Category. Select the Fee Category you would like to edit. This screen defaults to Visa Applications, but you can also select:
Compliance Skill Assessment
Sponsorships & Nominations
- Select the Default Tax Code to be applied for Agent Fees.
- Select if you would like to show ‘Retired’ Matter Types (Redundant Matter Types).
For each matter type that is relevant to your practice, record your default time and fees by clicking on the grid and typing.
If you have made a mistake and wish to revert to the last time this screen was saved, you can click Restore (This will un-do ALL changes since the last time Save was clicked).
You have the ability to export the contents of your Matter Type Fees and Charges so Excel. This allows you to then manipulate the figures before importing back into Migration Manager.
Once you have amended the Spreadsheet and wish to import it back into Migration Manager, follow these steps:
Browse to where the Excel file is located, then select the file and click Open.
A message will appear stating the number of changes that have been found. Migration Manager also makes a backup of the Matter Type Fees schedules prior to the import.
The Imported changes will appear in Red. These can be checked before they are committed to the updated schedule.
It is important to note that for these fees to appear in Accounts and on Templates, you must complete the fees per the instructions above plus, you must set the appropriate Matter Type on the Cover Page of a Matter (So the Matter knows which fees to pull).