Costs Tables (For Administrators)

Cost Table

Values on billing screens can be pulled from the Cost Table, which can be accessed through the Options Menu and clicking on Cost Table (administrator access only)

 

You can edit an existing value by clicking Edit, or add a new fee with New.  

 

 

The VAT rate should always be Exempt or Zero, as the VAT will be calculated on the Billing Screen.  

 

You can also select whether the value that gets pulled to the billing screen is a Value or a Percentage. A value is a precise figure (for example, when the value of the property as entered into the Contract Price field in the Property Details panel) is over £600,000, fees can be set to £600.00). Percentage will calculate whatever percentage level you set as against the Contract price. For example, if a threshold of over £600,000 is set to a percentage of 0.25 then the fee will calculate out at £1,500, being 0.25 percent of 600,000.  

Fixed or Banded Values 

There are two types of values; Fixed and Banded.  

 

Fixed values are costs that will be the same regardless of Property Value, for example a Chancel Search or Office Copy Entries.  

Banded values are based on the value of the property (as entered into the Contract Price field in the Property Details panel) and are used for sliding fee scales or Registration Fees for example. You can change between the two, by ticking the Banded Value tick box as shown below 

 

 

 

 

Pulling Values from the Cost Table into the Billing Screen 

(If unfamiliar with the Billing Screen, more information can be provided if you specifically search for Billing Screen assistance) 

 

On the billing screen, right click on the cell you would like to pull a value into and select the Job Type Variables (the example below is in a Purchase Job Type) 

  

 

 

Now chose the Variable you would like to bring through by double clicking on it. Always select the option with “Value” at the end; 

 

 

This should then show something like the below; 

 

When linking fees from the cost table into a billing screen, it is worth noting that the fees will be pulled through (calculated) at individual matter level each time the user clicks into the billing screen.  This needs to be taken into account if, for example, your legal fees are increased at any time.  Unless you want every matter to pull through the latest legal fees, it is prudent to create a new value (cost table entry) and then link this one to the billing screen template via the options menu as detailed above.  By doing so, existing matters will still be looking at the original (old) fee scale and only newly created matters will look at the new fees. 

Also worth noting that, at matter level, if the either billing screen is reset by a user then the latest change will be pushed through at that point - we recommend they 'Export to Word' or 'Excel' prior to resetting the screen in case they need to put any of the original figure(s) back in.

 

• Related Articles

• Land Registry RPM Integration - Document Registration Template Set-up (Administrators)

  The electronic document registration option triggers the implementation of the Land Registry electronic document registration service (eDRS). Land Registry’s electronic Document Registration Service (eDRS) provides a faster and more cost-effective ...

• Using the Billing Screen

  Using the Billing Screen On the top icon bar of Redbrick click on the 'Billing' button and a spreadsheet like screen will appear. As in the example image above, you will see that the screen has two tabs. One is called Our Costs which is used for ...

• Creating Folders - Administrators

  Within the Document screen, you can assign documents to one or more folders. This allows you to group related files together, making them easier to find. For example, you might use a Compliance folder for AML and source of funds checks, a ...

• Matter Actions setup (Administrator)

  Matter Actions are short cuts that can be set up by an administrator that users can then access without having to change the screen or area within the matter they are currently in. Examples of shortcuts that can be set up include but are not limited ...

• Creating and Managing User Groups

  Users are sorted into groups that can be set up to have different levels of access to the system. For instance, Standard Users do not have access to the Options menu, whereas Administrators and Super Administrators do. You must have Administrator ...