Plannr Technologies Limited

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

Gareth Thompson

Everything to do with Income Reconciliation!

Income Reconciliation

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New Business Events

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