Bill by Asset Type Contract | Scribe

    Bill by Asset Type Contract

    • Smart Kx |
    • 0 step |
    • 2 minutes
      Navigate to [https://app.smartkx.io/](https://app.smartkx.io/)

      Create a Bill by Asset Type Fee Schedule

      The Bill by Asset Type fee schedule will act as an umbrella fee schedule with a 0% rate so we can assign fee schedules for each asset type.
      Add a new fee schedule
      Create a "Bill by Asset Type" fee schedule with a rate of 0%

      Expire the Active Contract

      Go to the "Clients" view
      Go to the "Contracts" tab
      Click on the existing Active contract
      Expire the Active contract to create a new one

      View Account Values & Asset Categories

      Go to the "Accounts" tab
      Click to see the Values
      Select the billing date
      Check the asset categories
      In this account, there are assets categorized as "Equity" and "Other"

      Create a Contract with Bill by Asset Type

      Click "Create contract"
      Select "Bill by Asset Type" as the fee schedule
      Go to the "Adjustments" tab

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