I notice in circles expenditure cannot be added as joint expenditure. There is not the option to select both clients, only one. So I am having to add it twice or just to one client. Is there the option of selecting both client or a tab within the expenditure list to choose whether it is a joint expenditure.
Tom Brookes
•
Jun 12, 2025
Surprised there isn’t more people asking for this. Just signed up to Plannr and the Fact Find process is horrible for Joint Clients
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Valerie Hoban
Mar 12, 2025
I notice in circles expenditure cannot be added as joint expenditure. There is not the option to select both clients, only one. So I am having to add it twice or just to one client. Is there the option of selecting both client or a tab within the expenditure list to choose whether it is a joint expenditure.
Tom Brookes
Jun 12, 2025
Surprised there isn’t more people asking for this. Just signed up to Plannr and the Fact Find process is horrible for Joint Clients