Editing a Fees

Note

When you edit a fee, you can change the name and fee type. Note that any change of name or type is applied to all the months. For example, a fee cannot be a percentage in one month and an absolute amount in the next month. Only the fee amount can vary from month to month, see chapter Defining a Fee Rate.

  1. Starting from the top navigation, click > Planner > Settings > Fees.

  2. Click the pencil icon next to the fee you want to edit.

    3. A dialog box opens.

  3. If necessary, change the fee name and fee type.

  4. Click Save.

You have edited the fee.