QUESTION: I am wondering how I would go about setting up a discretionary admin charge to our bills. The charge would be say 5% of the total bill (before taxes) and we would have to select it to include the charge on a bill. We can’t bill it unless we have it in our engagement letter.
RESPONSE: Yes, Acumin will let you add discretionary admin charge to each invoice.
You can use the disbursement charge as % of Fees. Should you want to apply a different % based on Client and/or Matter, you can use "Invoice Instruction" section present in client and matter properties to inform biller about % to apply instead of the default.