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Reporting / Exports / Searches

3 July 2023

New: Aged debt report now available!

Our latest report is now live on Plannr and this one is for our users of income reconciliation!

We've rolled out our new aged debt report, that outputs the following columns:

Adviser Name
Client Name
Provider
Product
Policy / Ref No
Revenue Type
Premium
Frequency
Expected Date
Total Received
Up to 30 days
Up to 60 days
Up to 90 days
Over 90 days
Total Outstanding

Enjoy!

What do you think about this update?