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Bill by Asset Type Contract
Smart Kx
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Create a Bill by Asset Type Fee Schedule
Expire the Active Contract
View Account Values & Asset Categories
Create a Contract with Bill by Asset Type
Review the New Active Contract
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Navigate to [https://app.smartkx.io/](https://app.smartkx.io/)
Create a Bill by Asset Type Fee Schedule
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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.
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Add a new fee schedule
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Create a "Bill by Asset Type" fee schedule with a rate of 0%
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Expire the Active Contract
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Go to the "Clients" view
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Go to the "Contracts" tab
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Click on the existing Active contract
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Expire the Active contract to create a new one
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View Account Values & Asset Categories
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Go to the "Accounts" tab
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Click to see the Values
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Select the billing date
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Check the asset categories
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In this account, there are assets categorized as "Equity" and "Other"
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Create a Contract with Bill by Asset Type
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Click "Create contract"
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Select "Bill by Asset Type" as the fee schedule
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Go to the "Adjustments" tab
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