Plan Transactions - Transfer Source

When adding transactions for plans, it would be useful to be able to include the source of a transfer payment either as a freetext box (e.g Scot Wids PPP) or linking to other plans to select for that client (e.g Scottish Widows Personal Pension No. XYZ1234567).

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Upvoters
Status

Completed

Board
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Feature Request

Tags

Plans

Date

Over 3 years ago

Author

Richard Fyfe

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