Raised on behalf of Nick as discussed on a call

Provider statement contains a protection commission renewal amount of say £35.45, and a line item for protection panel fees of £0.45. The amount paid to bank is £35.00 on the bank statement, as the provider makes a payment of £35.00 to the firm (me) and £0.45 to the protection panel provider (SimplyBiz’s SimplyProtect panel in this case).

So, I upload a bank statement for £35, but I have a provider statement amount of £35.45 because I want to include the £0.45 in the income recs and on RegData. I can’t think of a way to ensure £35.45 is reconciled to the client plan for the month, when a payment of £35 is received.