In the List Performance Fee Rule panel, you can view one or more performance fee rules. You can also view historical information for the rules.
To list performance fee rules:
- 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. - In the Query History list, indicate whether you want view historical information for performance fee rules.
Options Include:
- Yes. Display historical information for rules.
- No. Default. Do not display historical information for rules. - 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. - Click Submit.
You see a list of performance fee rules that met your criteria in the Show All tab.
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