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Fees

Quick answers to help you get the most out of Engager

We're often asked whether you can see all the fees associated with a client. Of course!

You firstly need to make sure that your client has had the fees entered correctly on the services as we know some users don't do this, they leave as zero. 

In the Clients view, select 'Columns' and then mark the fees required

 

 

 

Then if you scroll a little further to the right on the Client view, you'll see the fees broken down:

 

Additionally, if you click on the individual client record, you'll see the summary and then on the same page, the breakdown

 

 

If you're looking for FEE REVIEWS - https://help.engager.app/hc/en-gb/articles/18597632166162-How-do-firms-do-fee-reviews-in-Client-Engager