Would it be possible to add the Advice Area that applies to the Charge on the condensed view screen please?
We are currently unable to see this unless we select Edit to open up the Charge and scrolld own to the Advice Area to see what has been applied to a particular Charge. It helps our users to be able to check that something has been correctly classified at a glance without them having to select Edit to do this. Not all users are able to select Edit and therefore would even be able to see this important info (we have a range of Non Reg and Reg Charges so often don't use the default advice area that has been set at Plan Level by Plannr).
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Rejected
Feature Request
Income Reconciliation
About 2 years ago

Anita Brennan
Get notified by email when there are changes.
Rejected
Feature Request
Income Reconciliation
About 2 years ago

Anita Brennan
Get notified by email when there are changes.