Income Reconciliation
Everything to do with Income Reconciliation!
Income Reconciliation Firm Settings
Adding a charge
Adding a Bank Statement
Adding an introducer
Adding a Provider Statement
Applying Charge Split Schemas
Assigning Adviser Splits
Balance Linked Expectations
Auto reconciliation
Reconcile Provider Statement against Bank Transaction
Reconcile Provider Statement to Expectation
Setting Up Adviser Splits
Setting Up Charge Split Schemas
Uploading a Bank Statement
Uploading a Provider Statement
Viewing and Editing Bank Statement Transactions
Viewing and Editing Charges
Viewing and Editing Expectations
Viewing and Editing Provider Statement Transactions