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Income Reconciliation

14 February 2024

EDI is live

EDI is now live within Plannr 🤩

There are currently limited Providers but more will be coming.

Please visit the following 2 articles to get going…

Verifying your FCA Number - https://support.plannrcrm.com/en/article/verifying-your-fca-number-iopuww/
EDI (Automated Provider Remuneration Statements) - https://support.plannrcrm.com/en/article/edi-automated-provider-remuneration-statements-10crcnk/

The link to the EDI support guide is also availble within the Addon in Plannr

What do you think about this update?