Changing Fee Allocations

In this article:

• Changing Fee Allocation When Invoicing
• Changing a Fee Allocation for a Payment
• Changing Fee Allocations After Receiving Payment

Fee allocations allow you to distribute legal fees and expenses among different parties, cases, departments, or attorneys within the firm. These allocations are crucial for financial management, transparency, and ensuring that revenue and costs are appropriately assigned.

Fee allocations can be changed while invoicing, when receiving payment, and afterward. 

Changing Fee Allocation When Invoicing

Fee allocations can be manually edited when creating a bill using the Fee Allocation tab.

To change allocations while invoicing:

1. In Actionstep, click the global Create button and choose Bill from the Billing section. (You may need to click Show more to view all available options.) The Create Bill window appears.
2. If prompted to Choose a matter, do so. 
3. Complete any required information on the Create Bill page. The article Creating a Bill for a Specific Matter covers the options available to you.
4. Click the Fee Allocation tab.
   
5. For each fee earner, change the income account, allocated amount, and allocated percentage as needed. 
   NOTE:  The total allocated must be the total for fees and the split percent has to equal 100%.
6. Optionally, click the Add other fee earner drop-down list to add other fee earners to further determine allocation. 
7. Click one of the Save options to save your work.

Changing a Fee Allocation for a Payment

You can allocate fees when you receive a payment. 

To do this:

1. In Actionstep, click the global Create button and choose Client Receipt from the Billing section. (You may need to click Show more to view all available options.) The New Client Receipt window appears.
2. Click the edit icon for the invoice item.
   The Receipt Fee Allocation window appears.
3. Adjust the allocation fields as needed. (Amounts and percentages can be edited here, but they most total the whole amount and 100%.)
   
4. When you're finished, click Done and save your changes to the Client Receipt.

Changing Fee Allocations After Receiving Payment

Sometimes you need to change the fee allocation on an invoice after it has been paid.

For example, on this invoice, there is a 50/50 split between Jane and Andy but another fee earner needs to be attributed 10%. However, the invoice has already been paid.

To change fee allocations on a paid invoice:

1. In Actionstep, go to Billing > Payments and find the receipt in relation to the invoice you want to change. 
2. Click the link for the client receipt you want to edit. The Edit Client Receipt window appears.
3. In the invoice section, highlight and remove the payment against the invoice (in the Pay field).
   
4. In the blue message box that appears, choose Leave as unallocated funds from the drop-down list.
   
5. Click Save.
6. Revert the invoice to draft. (For instructions, see Reverting and Reposting an Invoice.)
7. Edit the draft invoice and change the fee allocations. (To do this, go to Billing > Draft Bills, select the draft bill you want to edit, and make your changes on the Fee Allocation tab.)
8. Click Save + Approve.
9. Find the unallocated payment and allocate it to the invoice.

Related Articles:

• Fee Allocation Settings
• Fee Allocation Report
• Fee Allocation Reporting