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Transactions

Feature RequestPlans - Transactions

Some of the logic on transactions don’t work - withdrawals automatically are negative values but Transfers seem to be all positive values… however some transfers are transfers out. Could these be negatives as default.

Also as has mentioned before something to stop the duplication/re-keying on Premiums and Transactions would be fantastic (and the ability to export/import transactions too).

Area of the system
Posted by James Gillespie ·
Status: Accepting Feedback2 comments

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Comments2

  • James Gillespie

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    Sep 12, 2025

    and if you do a transfer out transaction it really should link or prompt to do a transfer in transaction on the other side

  • James Gillespie

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    Sep 12, 2025

    Also Bed & ISA’s on the outgoing GIA plan default to a positive value