Expense Schedules Overview

Expense Schedules may be used to establish specific expense amounts that differ from the standard expense amounts charged by the firm.  For example, a client with whom the firm works with on a regular basis or through which a large volume of business is generated may be charged a lower amount than the standard expense amount.  A particularly difficult or high-risk client may be charged a higher amount than the standard expense amount.  In these instances, the firm may wish to establish specific expense schedules in order to easily charge the appropriate amounts.