The Fee Schedules page in the Matcher module lets you define expected fees — flat, percentage, or tiered — that the reconciliation engine uses to automatically verify and flag fee discrepancies between matched transactions.
Accessing the Fee Schedules page
Navigate to Matcher > Settings > Fee Schedules in the left sidebar.
A collapsible “What is a Fee Schedule?” helper is available at the top of the page explaining that a fee schedule defines expected fees that the reconciliation engine uses to automatically verify and flag fee discrepancies between matched transactions.
Fee schedules table
Each row in the data table displays the following columns:
| Column | Description |
|---|
| Name | The fee schedule name |
| Currency | The currency code (e.g. BRL), shown as a badge |
| Application | How fee items are applied: Parallel (all items calculated on the original amount) or Cascading (each item calculated on the net amount after previous items) |
| Rounding | The rounding mode followed by the number of decimal places — e.g. “HALF_UP (2d)“ |
| Items | A list of badges representing each fee item’s structure type (Flat, Percentage, or Tiered) |
| Created at | Date and time the schedule was created |
| Actions | Dropdown menu with Edit, Simulate, and Delete options |
Application order
| Mode | Description |
|---|
| Parallel | All fee items are calculated independently against the original gross amount |
| Cascading | Fee items are applied sequentially — each item uses the net amount after the previous item’s fee was deducted |
Rounding modes
| Mode | Description |
|---|
| Half Up | Rounds to the nearest neighbor; rounds up on a 0.5 boundary |
| Bankers | Rounds to the nearest neighbor; rounds to the nearest even digit on a 0.5 boundary |
| Floor | Always rounds toward negative infinity |
| Ceil | Always rounds toward positive infinity |
| Truncate | Drops excess decimal places without rounding |
Structure types
| Type | Description |
|---|
| Flat | A fixed monetary amount (e.g. 5.00) |
| Percentage | A decimal rate applied to the base amount (e.g. 0.015 = 1.5%) |
| Tiered | A set of rate tiers, each with an optional upper bound |
Creating a fee schedule
Click the New Fee Schedule button at the top of the page. A slide-over sheet opens on the right side with the following sections.
Schedule fields
| Field | Description |
|---|
| Name | A descriptive name for the schedule (e.g. “Bank Fees BRL”). Max 100 characters |
| Currency | The three-letter currency code (e.g. BRL). Cannot be changed after creation |
| Application Order | Select Parallel or Cascading. Defaults to Parallel |
| Rounding Mode | Select one of: Half Up, Bankers, Floor, Ceil, Truncate. Defaults to Half Up |
| Decimal Places | Number of decimal places for rounding (0–10). Defaults to 2 |
Fee items
After filling in the schedule fields, add at least one fee item. Click Add Item to open the item sub-form:
| Field | Description |
|---|
| Name | A descriptive name for the fee item (e.g. “Wire Fee”). Max 100 characters |
| Priority | Determines the order in which items are applied (integer starting from 1) |
| Structure Type | Select Flat, Percentage, or Tiered |
| Structure Type | Additional Field | Description |
|---|
| Flat | Fixed Amount | The fixed fee value (e.g. “5.00”) |
| Percentage | Rate (%) | A decimal rate (e.g. “0.015” for 1.5%) |
| Tiered | Tiers (JSON) | A JSON array of tiers. Each tier has a rate and optionally an upTo threshold — e.g. [{"rate":"0.02","upTo":"1000"},{"rate":"0.01"}] |
Editing a fee schedule
Open the Actions dropdown on a fee schedule row and select Edit. The slide-over sheet opens with the current values pre-filled.
You can modify the schedule name, application order, rounding mode, and decimal places. The currency field is locked after creation. Fee items are displayed as read-only and cannot be added or removed during editing.
Click Save to apply changes.
Simulating a fee schedule
Open the Actions dropdown and select Simulate to test how a fee schedule calculates fees for a given amount.
The simulation dialog asks for:
| Field | Description |
|---|
| Gross Amount | The amount to simulate against (e.g. “1000.00”) |
| Currency | Pre-filled from the schedule’s currency |
- Gross Amount — The input amount
- Total Fees — The total fees deducted
- Net Amount — The amount remaining after fees
If the schedule has multiple fee items, a breakdown table lists each item with the base amount used for its calculation and the fee charged.
Deleting a fee schedule
Open the Actions dropdown and select Delete. A confirmation dialog warns that this action is irreversible and the fee schedule will be permanently deleted. Confirm to proceed. 
