Managing your Fee Disclosure obligations on a regular basis is straightforward.
Link
To set Disclosure Dates, please see the Disclosure & Opt-In Dates article
To get started with AFDS records see the Generating Fee Disclosure article
For letters & mail merge see the Disclosure & Opt-In Templates article
Locate AFDS
- Navigate to the ◭ Practice Compliance dashboard
- Select the Fee Disclosure Statements button
- The window opens displaying any Active generated AFDS records
Notice the Status is set to Draft awaiting your review
AFDS Record
These records will help you manage your multiple Fee Disclosure obligations.
It's important to review these records once generated and check the details before issuing.
Once you have issued the statement you can Mark Complete.
Statuses
There are only two states an AFDS record will have.
- Draft
The default status, indicates you have not issued the statement yet
- Completed
Will be set once you have issued a statement and closed the record
Fields Explained
The fields are designed to help record the key data.
- Disclosure Date
The date from which you are to disclose
- Statement From
The start date for the statement reporting period
- Statement To
The end date for the statement reporting period
Abandon Records
AFDS records are read-only. You are not able to edit the data as it is stored for compliance purposes.
Tip
If you notice an error, you may have to Abandon the record, and generate another
- Click the Abandon button
- Click OK to confirm
Closing Records
Within the obligation period, you must have issued a Fee Disclosure Statement. After doing this, you can close the AFDS record(s).
You can close single AFDS records, or in bulk.
Individual Records
- Open any AFDS record
- Click the Mark Complete button
Records In Bulk
- Navigate to the ◭ Practice Compliance dashboard
- Select the Fee Disclosure Statements button to view your active AFDS records
- Select all AFDS records desired (tick one, many or all)
- Click the Mark Complete button
Confirmation
You will be prompted to confirm the Mark Complete action.
- Click OK to proceed
- The records will be deactivated and removed from your Active AFDS view
- The Contact's Next Disclosure Date will be moved forward 1 Year