Edit a Performance Fee Rule

In the Edit Performance Fee Rule panel, you can change a performance fee rule. 

To edit a performance fee rule: 

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

  2. In the Performance Fee Rule Name field, select the name of the performance fee rule you want to update.
    The panel displays the criteria associated with the selected rule. 

  3. Update the options that you want to change for the performance fee rule. 
    For a description of each option, see Create a Performance Fee Rule.

  4. Click Submit.Â