New Business Events

• New Business Events

  New Business Events can be added on Clients, Plans and Prospects. Adding a New Business Event on a Client or Prospect Go to the desired contact. Select Add New. Then, from the drop down menu that appears, choose New Business Event. 4. Select the contribution type and add any contributiSome readers

• 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. 3. When presented with these options, choose Firm Settings. (https://storage.crisp.chat/users/helpdesk/website/bdf40a6bb04fd800/cleanshot-2024-11-20-at-105615Few readers

• Adding a charge

  Charges can be added directly against a client where it is not plan related or against the plan itself On Clients Once on the desired client’s page, select Add New. From the list that appears, select Charge This brings up the following modal: ScFew readers

• Adding a Bank Statement

  Plannr offers the option to add a Bank Statement manually or upload via CSV. This article covers adding manually, but information on how to upload a Bank Statement via CSV can be found here. Manually Adding a New Bank Statement Go to the Income Reconciliation section under the Business tab. Select Bank Statements from the options on the left. You can also go in via a specific month. (https://storage.crisp.chat/userSome readers

• Adding an Introducer

  Adding an Introducer in Plannr is simple! Go to the Contacts tab Select Add New. From the drop-down list that appears, select Introducer. 4. Decide if the Introducer is a prospect Enter the Business Name Add the Introducer’s Email Address Add an Assigned Adviser if you wish, but this does not have to be filled in. InputFew readers

• 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. (https://stSome readers

• Applying Charge Split Schemas

  To apply a Charge Split Schema, select a plan from the Plans tab under Contacts on the left hand side. From here, select Add New and New Charge. This brings up the following modal. For this example, we're looking at an introducer split. Here you select the introducer and the schema you want to use. The default settings for the schema are then added (like defaulFew readers

• Assigning Adviser Splits

  Go to Contacts and filter by Employees. From here, select the appropriate employee record. Once within the relevant Employee record, select Actions and Update basic details. This brings up the following sidebar. Scroll to the bottom of this to seeFew readers

• Balance Linked Expectations

  Within Plannr you have the option to balance any linked expectations. *This is particularly helpful when the fee amount received from a Provider differs to what you were expecting, e.g. Pension Transfers where the values can fluctuate. * There are a number of different ways to access the balance linking options: Option 1 - via the main Expectations screen Click Income Reconciliation under Business Click Expectations (https://storage.crisp.chat/users/helpdesFew readers

• Income Reconciliation Auto Reconciliation

  Plannr has the ability to automatically reconcile transactions within a provider statement to expectations generated from charges, which helps you save time! This auto reconciliation process happens whenever you upload a provider statement CSV, a statement comes in via EDI, or you manually add transactions to a provider statement. For each transaction we look for the correct plan within Plannr, and then for a suitable expectation within the plan. The selection process then works as follows: FFew readers

• Setting Up Adviser Splits

  Adviser Splits Using the income reconciliation feature in Plannr, you can easily set up adviser splits. Select the Settings option from the left hand side menu. From here, select Income Reconciliation. 3. Now you can see three different options. Select Adviser Splits. (https://storage.crisp.chat/users/helpdesk/website/bdf40a6bb04fd800/cleanshot-2024-11-Some readers

• Setting Up Charge Split Schemas

  Charge splits can be used to split the revenue from a particular plan. Setting Up a Charge Split From any page in Plannr select the Settings tab from the left hand side menu Select Income Reconciliation. 3. Now you can see three different options. Select Charge Split Schemas. (https://storage.crisp.chat/users/helFew readers

• Uploading a Bank Statement

  Plannr offers the option to add a Bank Statement manually or upload via CSV. This article covers uploading via CSV, but information on how to add a Bank Statement manually can be found here. Go to the Income Reconciliation section under the Business tab. Select Bank Statements from the options on the left. You can also go in via a specific month. (https://storage.crisp.chat/users/helpdesk/website/bdf40a6bb04fd800/cleaSome readers

• Uploading a Provider Statement

  Plannr offers the option to add a Provider Statement manually or upload via CSV. This article covers uploading via CSV, but information on how to add a Provider Statement manually can be found here. 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. (https://storage.crisp.chat/users/helpdesk/website/bdf4Some readers

• Viewing and Editing Charges

  Once created and applied to a Client or Plan, any charges are visible on the account by going to Work and then Charges. Charge Schedules Here you can see all the current charges in a table showing details like the type of charge, whether it’s an ongoing or initial charge and the frequency of the charge. Under the Actions column you can edit a charge fFew readers

• Viewing & Editing Provider Statement Transactions

  This article will show you how to view/edit Provider Statement transactions. Click Income Reconciliation under Business Click Provider Statements Alternatively, you can go in via the relevant month: Then select Provider Statements on the side meFew readers