video1.0<iframe src="https://www.loom.com/embed/e23f32e41f6b4f46b1df4d7e1b2be89c" frameborder="0" width="1720" height="1290" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>12901720Loomhttps://www.loom.com12901720https://cdn.loom.com/sessions/thumbnails/e23f32e41f6b4f46b1df4d7e1b2be89c-665c8c318c4732c5.gif199.304In this Loom, I walk you through how to apply fee billing at the account level on Black Diamond. First, I go to Billing, then Firm Maintenance, and show you how to create a fee schedule, like Sample 5 with a flat $100 rate and Sample 6 with a tiered rate using 2, 5, and 7 basis points. Then I show you how to apply that schedule to a specific account by going to Client Setup and Accounts, opening the client, and using Billing Maintenance to add the assignment. I save the setup and confirm the billing schedule appears.