Please can you produce an exception report which can be run on a monthly, YTD or other period basis, showing all the income amounts (for all income types)which have been received for closed charges. This will enable us to see if we are receiving income that we shouldnt be ie no longer have the adviser agreement in place for etc.
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Rejected
Feature Request
Reporting / Exports / Searches
About 2 years ago

Liz Evans
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Rejected
Feature Request
Reporting / Exports / Searches
About 2 years ago

Liz Evans
Get notified by email when there are changes.