February 14th, 2024

New

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…

  1. Verifying your FCA Number

  2. EDI (Automated Provider Remuneration Statements) -

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