> ## Documentation Index
> Fetch the complete documentation index at: https://docs.lerian.studio/llms.txt
> Use this file to discover all available pages before exploring further.
# Managing Fee Schedules
> Define flat, percentage, or tiered fees so the reconciliation engine can automatically verify and flag fee discrepancies on matches.
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 |
The footer shows the total count of fee schedules.
### 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 |
Depending on the selected structure type, additional fields appear:
| 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"}]` |
Click **Add** to add the item to the schedule. You can add multiple items before submitting. Each pending item appears as a card showing its priority, name, structure type, and a summary of its structure.
Click **Create** to save the fee schedule.
## 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 |
Click **Simulate** to run the calculation. The results show:
* **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.