Actions Tab

Fee Adjustments
A Fee Adjustment must be made on a placement anytime there is a change in the original fee, whether positive or negative.  To add an adjusted fee to HA, go ...
Mon, 16 Nov, 2020 at 2:43 PM
Fall Offs
To add a Fall Off on a placement, click on the toggle switch for Fall Off Placement, as pointed out in the figure below.  The Fall Off Information box will ...
Mon, 16 Nov, 2020 at 12:24 PM
Related Placements
While HA will automatically associate some placements together, including fall offs and fee adjustments, there may be instances where you need to associate ...
Mon, 16 Nov, 2020 at 3:04 PM
Apply Retainer Balance
Company transactions and retainers can easily be applied to existing placements in HA using the "Apply Retainer Balance" button pointed out in pur...
Thu, 12 Jan, 2023 at 2:17 PM