Income Reconciliation
Everything to do with Income Reconciliation!
23 articles
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
Auto reconciliation
Balance Linked Expectations
Creating Expectations from a Provider Statement
Ending a Fee
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
Linked Policy Numbers