Exception Report - income received on closed charge

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.

Area of the system
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Upvoters
Status

Rejected

Board
πŸ’‘

Feature Request

Tags

Reporting / Exports / Searches

Date

About 2 years ago

Author

Liz Evans

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