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
New Business Events
Over 2 years ago

katherinewoolley
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Accepting Feedback
Feature Request
New Business Events
Over 2 years ago

katherinewoolley
Get notified by email when there are changes.