How Do I Add Fee Schedules & Incomes

You can record details of Fee Schedules and Incomes into your Tempora system. Fee Schedules and Income can also be imported in bulk - for assistance with this or if you are unable to complete any of the steps in this guide please use the Submit a request button in the top right of this page to contact our team for help.

• Fee Schedules relate to retainer fees, i.e. fees that occur on a regular basis.
• Income relates to ad-hoc invoices, such as charges for purchases made or charges for time spent.

Locating Fee Schedules and Income

1. Click on the Admin
2. Click Timesheets > Clients, click on the name of the client that you want to add the Fee Schedule/Income for. The Fee Schedule and Income menu items will then be available under the client as shown below:

Adding a Fee Schedule

Click on Fee Schedule > Add New, enter the following information and then click Save.

• Project & Activity – The work that the fee schedule is associated with.
• From Date & Frequency – The start date and regularity of the fee schedule.
• No of Payments & Amount – The fee amount and the number of times that it will be charged.
  
  
  

Adding Income

Click on Income > Add New, enter the following information and then click Save.

• Project & Activity – The work that the income is associated with.
• Date & Amount – The amount of income received and when it was received.
• VAT Rate % & VAT Amount – Enter the VAT Rate % and use Calc VAT to calculate the VAT Amount.
  
  
  
  
  

You may also be interested in the following guides

Adding Budgets
Setting Time Selling Discounts