Hi there 👋

together we can discuss new ideas, suggestions and solve issues to make our service even better for you. How would you rate your experience?

Changelog

together we can discuss new ideas, suggestions and solve issues to make our service even better for you.

Feedback

together we can discuss new ideas, suggestions and solve issues to make our service even better for you.

Auto-populate Plan Premium Transaction from New Business Event

Open

New Business Events

katherinewoolley

To be able to auto-populate the premium transaction under the plan from the linked New Business Event.

For example, £20,000 ISA initial or increment New Business Event will automatically show under the linked ISA plan as premium/contribution transaction to save duplication having to rekey it as a transaction.

a year ago

andrewneligan

This would be extremely helpful.

a year ago (edited)