I love the visual on plan and on a client showing client in and outflows. However, I don;t believe it is taking transfers into account properly. It seems to ignore inter-account transfers and cash transfers when summing up flows. The expected outcome would be to include an inter-account transfer (say from a GIA to an ISA) as an inflow for the ISA and an outflow for the GIA. At a client level, the impact will be zero since they net each other out.
Please authenticate to join the conversation.
Completed
Feature Request
10 months ago

Francois van der Merwe
Get notified by email when there are changes.
Completed
Feature Request
10 months ago

Francois van der Merwe
Get notified by email when there are changes.