A recurring charge such as an administration fee or a one-time file opening fee can be applied automatically to files, using an expense arrangement on the billing group.

Before you begin:

• You must be signed in as an administrator.
• Know which billing group the relevant files use.

To do this task:

1. In Legal Accounting, go to Admin > Billing > Billing Group.
2. Select the billing group.
3. Open the Expense Arrangement section.
4. In the First Bill section, select Entered Disbursements Plus Flat Amount from the drop-down menu.
5. Enter the Flat Amount, the GL Acct you want associated with the expense entry, and an Explanation of what the flat amount is.
6. If you want to determine a flat amount on individual files, turn on Set in individual files. This will then open a field in the Billing group section of the File Manager where you can assign a set amount for that file.
7. If you want this to be a recurring expense for all invoices created for the file(s), toggle Same as first bill on.
8. Click Save to save your changes.  

Updated October 02, 2026 13:43