Recurring fee (form) – Primacy customer support

Click Client administration > Clients. On the Clients list, select and open a client and then click Fees > Recurring fees. Open a recurring fee.

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Click Time and billing > Lists > Recurring fees. Open a recurring fee.

–or–

Press CTRL+Q to move the cursor to the quick launch field. Type the recurring keyword into the quick launch box. Select the Recurring fees result. Open a recurring fee.

Field names and the order in which they appear may have been changed by your system administrator. This article refers to the standard Primacy Workplace form.

This tab applies to the following party types:

Clients (Company, Trust, Foundation, Fund, Partnership, Individual/Joint)

Tasks that use this form

How to add a recurring fee.

Navigating the form

The following tables provide descriptions for the controls in this form.

Buttons

Button	Description
New	Creates a new record.
Accept	Accepts a submitted record.
Reject	Rejects a submitted record
Cancel	Cancels saving the current record.
Submit	Saves current record. Note: The form remains open once saved.
Submit and New	Saves current record and resets the form to prepare a new record.
Submit and Close	Saves current data. Note: The form is closed once saved.
Close	Closes the list or form being viewed.
File > Page setup	Opens a page setup dialogue box to set printing parameters.
File > Print preview	Opens a print preview box.
File > Print	Opens a dialogue box to select print options.
File > Refresh	Each time you refresh data, you see the most recent version of the information in the database, including any changes that were just made to the data.

General

Field	Description
Status	The Status of the fee. When a new fee is added the status will show as Submitted when it is accepted the status will change to Approved. The field is updated automatically by Primacy processes.
Starts on	The date the Fee is to be first taken.
Expires on	The date this fee will expire and no longer be calculated and posted.
Client	The name of the Client this fee is regarding.
Matter	The Matter to which this fee may relate. This field is only available when the system property Use matters is set to Yes. This system property can be set in the Settings module > Application configuration > System properties > Use matters.
Fee	The name of the selected fee.
Business unit	The options available in this pick list are user definable. Business units are created in the Settings module > Tasks > Add business unit.
Rate basis	There are two options available in this pick list; Custom and Use current fee amount. Selecting Custom will make the field Annual Charge available. This field will override the fee rate for this client only.
Currency	The currency in which the fee will be calculated and taken. The field defaults to the base currency of the client but can be changed. The options available in this pick list are user definable and can be set in the Settings module > System-wide codes > Currencies.
Invoice frequency	The frequency on which the fee will be charged to the client.
Annual charge	The annual amount of the fee. This field is available when the rate basis is set to Custom otherwise the field is populated by the default rate entered when the fee is created.
Invoice date (Next regular charge)	The date this charge will next be invoiced.
Amount (Next regular charge)	The amount of the next charge.
Charge stub payment	Selecting this check box and completing Stub payment > Invoice date will take an initial fee which does not fall in line with its normal invoice date and invoice frequency, entered under Service details. If you would like the value to be automatically calculated you can navigate to System properties and search for Stub payment calculation method. The options for Value are By months or By days.
Invoice date (Stub payment)	The date on which the stub payment is to be invoiced.
Override first payment calculation?	Checking this box will make the field Stub payment > Amount available.
Amount (Stub payment)	This field is only available if the field Stub payment > Override first payment calculation? is checked. Enter the amount of the stub payment.
Pre pay fees?	Check this box to pre pay a number of periods.
Invoice date (Prepayment)	Enter a date that the pre paid amount will be invoiced.
Periods	Enter the number of periods to pre pay.
Amount (Prepayment)	This is a Primacy calculated field. The Annual charge divided by the Invoice frequency multiplied by Periods.
Internal comments	Internal comments for this client / fee combination.

Invoicing

Field	Description
Invoice description	The default invoice description from fee properties. This default can be overridden if the field Fee properties > Invoicing > Invoice description > Allow users to edit invoice description is checked.
Invoice narrative	The default invoice narrative from fee properties. This default can be overridden if the field Fee properties > Invoicing > Invoice narrative > Allow users to edit invoice narrative is checked.
Account manager	This is the account manager as entered in the Client properties> Information > General > Client officers section.
Account representative	This is the account representative as entered in the Client properties> Information > General > Client officers section.

Deferred fee income

Field	Description
Client ID	The client ID in the deferred income list.
Client	The client name in the deferred income list.
Invoice	The number of the invoice on which the fee was charged that the deferred amount refers.
Frequency	The frequency the fee is invoiced that the deferred amount refers.
From	The start date of the fee the deferred amount refers.
Thru	The end date of the fee the deferred amount refers.
Deferred	The total amount being deferred.
Recognized	The total amount recognized.
Balance	The balance remaining to be recognized.
Next recognition date	The date of the next recognized fee transaction.
Amount	The amount of the recognized fee transaction.
Business part ID	The Primacy business party identification number.
Business unit	The business unit assigned to the transaction.
Business unit ID	The Primacy identification number assigned to the business unit.
Client fee ID	The Primacy identification code for the client / fee combination.
Currency	The currency of the fee.
Fee	The fee description.
Fee accrual ID	The Primacy identification code for the fee accrual record.
Fee ID	The Primacy identification code for the fee.
Deferred fee income COAID	The Primacy identification code for the deferred fee income account.
Last realized date	The date of the last realized transaction.

Administration

View information about the user who created or last modified the selected record.

Field	Description
Record ID	The record identification number.
Transaction detail ID	The Primacy transaction code for the deferred income transaction.
Created by	The user who created this record.
Created on	The date this record was created.
Modified by	The last user to modify the details of this record.
Modified on	The date this record was last modified.
Submitted by	The user who submitted the recurring fee to the client record.
Submitted on	The date the recurring fee was submitted to the client record.
Approved by	The user who approved the fee when it was submitted to the client record.
Approved on	The date the fee submission was approved.
Rejected by	The user who rejected the record.
Rejected on	The date this fee was rejected.
Rejected reason	The reason the record was rejected.
Last charge posted on	The date the last charge was posted.
Last payment posted on	The date the last payment was posted.