Viewing and Editing Expectations

This article will show you how to view/edit Expectations
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Click Income Reconciliation under Business
Click Expectations
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Alternatively, you can go in via the relevant month, which defaults to the Expectations screen.
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Click the 'view expectation' eye icon of the individual expectation you'd like to view
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Once you go in and view/edit any relevant Expectation, you'll see the following screen:
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You have 6 different sections available here:
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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
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To edit the Expectation, click Actions > Edit
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This will then allow you to update the relevant information for that Expectation:
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Ensure you click Save if you make any changes.
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All information on Balancing Expectations is covered here
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To delete the Expectation, click Actions > Delete
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A pop-up box will appear asking if you're sure you want to delete the expectation:
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Select Yes - This will then delete the expectation for you
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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
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