Covid-19 regulations: See how to use draft entries to assist in arriving at interim fee

1. Ensure that you have selected the 'final' option in the synopsis tab
2. Proceed to enter your work items as normal
3. As you create work items calculations take place that alert you when, and by how much you have exceeded expenditure levels

4. At the foot of the draft account the total of all the fees, less draft outlays, is displayed (in this instance £294.46)
5. So, in the example shown it would be clear that the total of the fees is £294.46 but, the account shows that the expenditure has been exceeded by £26.86 on 11 March and by a further £25.64 on 31 March
6. Therefore you should subtract £52.50 from the total fees, to arrive at an interim fee claim of £241.96
7. NOTE: Where you exceed a specific expenditure limit the system will display the cumulative total for each work item that exceeds that expenditure level.

• • In the example shown two work items were subject to a restriction to the authorised expenditure prior to the increase obtained on the 12 March
  • The letter fee by £13.72 and then a meeting fee of £13.14 the system will display this as follows:

• • The cumulative total continues for each entry until the expenditure has been increased.
  • In the example shown an increase was granted on the 12 March Therefore the cumulative total ceased to continue on that date and the total expenditure abatement to apply before that date would be £26.86

8. On taking a note of such restrictions you can proceed with the interim fee claim as follows;

• • Return to synopsis tab and select interim
  • Select fee
  • Confirm case has not concluded
  • Select interim fee criteria and click save
  • Click the interim fee work item
  • Enter the date range ( for example; effective date to today’s date)
  • Enter the interim fees as £241.96 (using the example at the start of this section)
  • Save the work item, tick the work item and request payment

9. Complete the declaration as normal and click 'submit'.