Managing Default Rates

by Zack Cilia

Last updated: 18-Jun-2026

 Additional default rates can be added and managed by editing an existing fee.
The Manage Default Rates option can be found in the bottom-left corner of the fee information window that appears when selecting a fee from the Fees list.

A table containing the existing default rates is displayed at the bottom of the Manage Default Rates page. Depending on the configuration, individual rates may be edited or deleted.

Creating a New Default Rate

1. Navigate to Operations > Fees
2. Select the required fee and choose Manage Default Rates.
3. At the bottom of the Default Rates Page, select Add a New Default Rate.

4. On the Create Default Rate Page complete the required fields 

• Effective Start Date
• Default Fee Rate

5. Select Add Default Rate to create the new rate.

Edit a Default Rate

1. Navigate to Operations > Fees
2. Select the required fee and choose Manage Default Rates.
3. From the list of Default Rates, Select Edit Rate on the Default Rate to be modified.

4. Update the required information and click Update Default Rate to save changes.

Deleting a Default Rate

1. Navigate to Operations > Fees
2. Select the required fee and choose Manage Default Rates.
3. From the list of Default Rates, Select Delete Rate on the Default Rate to be modified.

4. Another prompt to confirm deletion will be given, once confirmed, the Default Rate will be permanently deleted.