Auto-populate Plan Premium Transaction from New Business Event

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.

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Feature Request

Tags

New Business Events

Date

Over 2 years ago

Author

katherinewoolley

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