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A management fee is a fee paid to the agency for services provided. The Manage Fee feature in Chase provides a way to charge for fees on CE line items, for example, management fees, insurance, and contingency fees. This feature works similarly to the % of Above functionality. The % of Above fee calculates a percentage of all line items above it, whereas the management fee can be calculated for selected specific line items.


Below are steps to show you how to set up a fee type.

Step-by-step guide



  1. Select Global Settings from the Configuration tree.



  2. Select the Financial Settings tab, and check the Fee % checkbox.

    The Fee % checkbox enables the Ability to apply a Fee % field from where you can give the User the rights to apply a fee on the Cost Estimate.



  3. Click the drop down arrow on the Ability to apply Fee % field, and select the relevant User right.

    In this example, Production was selected.


  4. Click the Save button.



  5. Navigate to Worktypes on the configuration menu.



    The Work Types screen appears.

    Notice that the Fee % column is added to the Work Types screen. 

  6. To add a fee Work type, click the Add New button.



    The New Work Type dialog appears.

  7. Enter the name of the fee Work type in the Work Type field.

    In this example, Management Fee was entered.



  8. Click the drop down arrow on the Unit Type field, and select Units.  

    The Unit Type field should be set to Units to be able to apply a Fee%.




  9. In the Fee % field, enter a percentage to be charged.

  10. Click the Save button.


    The Management Fee Work type is added to the list.  Notice that the Internal column for this fee is selected by default.


  11. Click the Save button to make your changes permanent.








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