Client Fees - Calculated by Caseworker

Client Fees - Calculated by Caseworker


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This video contains guidance for users on calculating and managing client fees. The tutorial focuses specifically on Deputyship fees but it should be noted that the fee process can accommodate some appointee fee-charging policies. 
The tutorial covers calculating fees for individual caseworkers rather than all clients at the same time - if you calculate fees for all clients in a single process please refer to the alternative fees tutorial here

Full written guidance on the fee calculation process is available here and the tutorial covers the following key points:
  1. Calculating Fees by Caseworker 
  2. Fees, Exemptions & Errors
  3. Proposed Fees Report & the My Reports output
  4. Amending Fees
  5. Confirming Fees for your clients
  6. Generating Fees once all caseworkers have confirmed
  7. Confirmed Fee Report 

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