Management Fees

This report shows summary of account values, billing rates, billable balance and management fees. Generated for an individual client or the whole practice.

Client Name: Name of the client to whom the management fee is charged during the reporting period.

Date: Date the charge item occurred.

Description: The description of the fee that was entered when you added this billing.

Effective rate %: The effective rate for management fee charged to this client.

Billable balance: The billable balance for this management fee item.

Bill amount: Amount of bill.

Management Fee Amount: Management fee for this item.

Management Fee Total: Total management fees for this client.