List Performance Fee Rules

In the List Performance Fee Rule panel, you can view one or more performance fee rules. You can review the current performance fee rules and cab also view historical information for the rules. 

To list performance fee rules: 

1. In Accounting Center, in the left navigation pane, click Setup > Expense > Performance Fees > List Performance Fee Rule.
   You see the List Performance Fee Rule panel.

2. In the Query History list, indicate whether you want to view historical information for performance fee rules. 
   Options Include:  
   - Yes. Display historical information for rules.
   - No. Default. Do not display historical information for rules.

3. In the Performance Fee Rule Name field, select the name of the performance fee rule you want to view.
   Otherwise, leave the field blank to view all performance fee rules.

4. Click Submit. 
   You see a list of performance fee rules that met your criteria in the Show All tab.