Set Up Fee Allocation Reports

To produce accurate fee allocation reports, you must first set up:

• Timekeeper Allocation Percentages
• Matter Level Fee Allocations

Set a Default Timekeeper Fee Allocation Percentage

To set up the default timekeeper allocation percentage:

1. From the left navigation panel, click Setup.
2. Atop the Setup left navigation, click Firm Settings.
3. From the Firm Settings screen, Click Financial.
4. In the Collected Fee Allocation Settings section’s Timekeeper’s Default Allocation field, enter the default timekeeper allocation percentage.
5. In the upper right corner, click Save.

Set a Custom Timekeeper Fee Allocation Percentage

To set up a custom timekeeper allocation percentage:

1. From the left navigation panel, click Setup.
2. From the Setup left navigation, click Timekeeper.
3. From the Timekeeper screen, single click a timekeeper, and then from the toolbar atop the screen, click Edit.
4. From the Edit screen, Click Advanced Settings.
5. From the tabs atop the section, Click Fee Allocation.
6. Click the Custom Allocation radio button.
   The field becomes editable.
7. Enter the timekeeper’s custom fee allocation percentage.
8. In the upper right corner, click Save.