Charge Templates

To reduce manual data entry and risk of errors can you introduce charge templates allowing firms to pre-configure:

• Who the charge is paid by (client or Provider)

• Whether it’s a Fee or Commission

• Type of charge ( % value, % premium, £)

• VAT status

• Recurrence pattern (monthly, quarterly, etc.)

• RMAR treatment

Users select from a list of templates. Fields configured in the template should not be editable by the user.

Users should only have to complete the percentage or charge value and the start and end dates.