Property Policies define how eSite responds. For Calculate Management Fees, property policies determine if these options are available for selection within eSite.
Setup—Policies—Property Policies—Additional Options category
Calculate Management Fees
Management Fee Summary Report
NOTE that an administrator can change policy settings. Caution should be exercised when altering defaults or established settings, as changes can have far-reaching effects on the way the system calculates management fees.
See Also
Calculate Management Fees Overview
Transfer to eFinancials
Property Policy Groups - Settings
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