Viewing and Editing Expectations

This article will show you how to view/edit Expectations

Click Income Reconciliation under Business
Click Expectations


Alternatively, you can go in via the relevant month, which defaults to the Expectations screen.


Click the 'view expectation' eye icon of the individual expectation you'd like to view


Once you go in and view/edit any relevant Expectation, you'll see the following screen:


You have 6 different sections available here:

Full expectation information
Actions - Edit, Balance or Delete the expectation
Advice Area - Amend the advice area split
Income Splits - Any introducer splits applicable to the expectation
Provider Statement Reconciliation - If any provider statements have been reconciled against the expectation
Notes - For any notes you want to put against the expectation

Editing Expectations

To edit the Expectation, click Actions > Edit


This will then allow you to update the relevant information for that Expectation:


Ensure you click Save if you make any changes.

Balancing Expectations

All information on Balancing Expectations is covered here

Deleting Expectations

To delete the Expectation, click Actions > Delete


A pop-up box will appear asking if you're sure you want to delete the expectation:


Select Yes - This will then delete the expectation for you

This will remove the expectation everywhere and cannot be undone

The above process can also be actioned at a Client or Plan level, under Charges > Expectations

Updated on: 24/12/2024