Onit Documentation

Fixed Fee by Task and Activity Code (FFTAC)

by Michael Nadeau Updated on

Onit’s Fixed Fee by Task and Activity Code application allows you to work with set fees on a combination of task and activity codes to ensure the work is completed as expected.

Here, we will take you step-by-step through using the Fixed Fee by Task and Activity Code (FFTAC) application.

SETUP NOTE: This feature must be enabled by your client.

1. After logging into BillingPoint, click on the Billing Authorizations tab at the top of the screen. 

The second column, named Fee Arrangements, will show you the Matters with the Fixed Fee by Task and Activity Code (FFTAC) fee arrangement.  

Click into your matter for details on the FFTAC arrangement.

2. On the FFTAC matter, the Fixed Fees tab will be (by default) shown automatically if this is the selected fee arrangement. Here, you will be able to see the arranged Fixed Fee Amount and the Quantity Limit you can send over on an invoice. 

3. When you submit an invoice that exceeds the prescribed Fixed Fee and/or Quantity Limits, the invoice automatically adjusts to those limits.  

The client can also set up their system to issue warnings or display an error message instead of automatically adjusting the amounts.  

Additionally, the client can determine whether Task / Activity code combinations that are not listed will be accepted.  

NOTE: If Task-Activity combination is registered/available in template, on new/edit invoice screen auto-populate limit amount instead of TK approved rate if FA is FFTAC. 

Note that the Billing Authorization screen will also display updated quantities after you send in an invoice so you can monitor your proximity to the limits.  

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