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

We've rolled out our new Actual vs Estimate Report, attached is a screen shot of the filters.

Please Note - As part of this new feature we have just started recording who balanced an expectation and when. Unfortunately we cannot retroactively get this data for any previously balanced expectations, so that's why it might not appear on the report. But balancing any expectations from this point forwards will record this data (and update it if balancing multiple times).

The following columns are output:

• Adviser First Name
• Adviser Last Name
• Client First Name
• Client Last Name
• Entity Type
• Plan
• Provider
• Policy Number
• Plan Type
• Plan Sub Type
• Revenue Type
• Expected Date
• Expected Amount (Gross)
• Expected Amount (Vat)
• Expected Amount (Net)
• Actual Amount (Gross)
• Actual Amount (Vat)
• Actual Amount (Net)
• Outstanding Amount (Gross)
• Outstanding Amount (Vat)
• Outstanding Amount (Net)
• Original Unbalances Amount (Gross)
• Original Unbalanced Amunt (VAT)
• Original Unbalanced Amount (Net)
• Date Balanced
• Balanced By
• Expectation Uuid

Give it a try! If you have any questions or issues please don’t hesitate to raise a ticket in the usual way or via help@plannrcrm.com