Creating Account Overrides
Account Overrides allow you to set custom Fee Schedules that affect only selected Accounts. Account overrides must apply to at least one account to exist.
To create an account override:
- Navigate to Run Business > Billing.
- Click from the top controls.
- Set the Account Override options just as though you were Creating a Fee Schedule.
- Select the Accounts that this override will apply to.
- Click at the bottom to save and enable the new Account Override.
Creating a New Opportunity
Opportunities can be created for an existing Contact or you can create a new Contact as part of the process of creating the Opportunity. Adding an Opportunity for an Existing Contact If the Contact in question already has an Opportunity in the ...
The Advisor-led Account Opening Process
The following process allows the Advisor to open an account for a client, rather than the client opening the account themselves through the Client Portal. This can be done when an advisor is in direct communication with a client. The process can be ...
Creating and Configuring Subtenants
The Subtenant feature allows for individual advisors or satellite firms to have their own Client Portals or Billing subsets within the platform. Subtenant-specific settings are managed under Run Business > Firm Profile, within the Firm, Template ...
Creating Fee Schedules
To create a new Fee Schedule: Navigate to Run Business > Billing. Decide whether to start from scratch or create based on an existing Fee Schedule. To start from scratch, click Create Fee Schedule from the top list of commands. To duplicate and edit ...
Creating Report Packages
Navigate to Grow Practice > Customization > Report Packages. Click + Create New in the upper right. Enter the Name of Package. Note this will appear on the Report itself on the Cover Page, so enter something that can be client-facing. Select the Type ...