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

We've rolled out our new Revenue Analysis Based on Receipts report, attached is a screen shot of the filters and it outputs the following columns:

• Adviser

• Bank Transaction Date

• Bank Reconciled Date

• Client UUID

• Client Name

• Plan Name

• Provider

• Policy number

• Plan Type

• Plan Sub Type

• Charge Type

• Category

• Premium

• Frequency

• Expected Payment Date

• Gross Reconciled Amount

• Net Reconciled Amount

• Firm Gross Amount

• Firm Net Amount

• Adviser Name

• Adviser Gross Amount

• Adviser Net Amount

• *Payaway Name 2

• *Payaway Gross Amount 2

• *Payaway Net Amount 2

• Payaway repeated for 3 / 4 & 5

• Expectation Uuid*

Enjoy!