Articles on: Income Reconciliation

Income Reconciliation Firm Settings

Before you’re ready for income reconciliation, you must configure your firm settings.

From the left hand side menu of any page in Plannr, select Settings

From here, select Income Reconciliation.

When presented with these options, choose Firm Settings.

Here select the default VAT rate for the firm.

Decide when the income statements will end.

Choose how long until statements will be locked.

Select the default adviser split here from all pre-saved splits. The adviser splits must be already defined, which can be done here.

Choose either Independent or Restricted as the default RMAR advice.

Save once ready.

These settings can be accessed by Admin and Owners but only Owners can edit them.

Updated on: 29/09/2023

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