Adding a Provider Statement

Plannr offers the option to add a Provider Statement manually or upload via CSV. This article covers adding manually, but information on how to upload a Provider Statement via CSV can be found here.

Manually Adding a New Provider Statement

Go to the Income Reconciliation section under the Business tab.
Select Provider Statements from the options on the left. You can also go in via a specific month.


Here you can see all your Provider Statements.

Press the Actions button in the top right.
Select Create Provider Statement.


The following modal then appears:

Select the payment period from the dropdown menu that appears. If you go in via a month, this will be pre-populated.
Select the provider.
Enter the date of the provider statement.
Input the Provider Statement reference.
If you wish, enter a title for the for the statement.
Press Create when ready.


Once created, you will be taken to the following page with your new Provider Statement. You can also see the Statement Number at the top of the statement. This accrues as more statements are added.

Adding Transactions to a Provider Statement

Once your Provider Statement is created, you can add Transactions to it via the section at the bottom.


Within the Add Transactions area, input the following information via the Basic Form:

Client Name
Gross Amount
Date
Policy Number
Category
Once all information has been completed, either Add row (to add another entry) or Save transaction


Multiple rows can be deleted at any time by selecting the red bin icon.


As default, the Basic Form will appear but you can select to show the Advanced Form to enter additional info if required.


If anything needs changing, select the eye icon next to the relevant transaction. You can also see that the total at the top of the statement has changed to reflect the total of the transactions.

Updated on: 20/12/2024