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Income Categories

Feature RequestContacts (Clients / Prospects / Employees / Introducers)

Please add 'Defined Benefit Pension' and 'annuity' as an income category

Posted by Andrew Neligan ·
Status: Accepting Feedback2 comments

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Comments2

  • Andrew Neligan

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    Jul 2

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    Merged request

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    2 votes

    Additional Income Definitions

    it would be useful if in the drop list of income types ‘Defined Benefit Pension’ and ‘State Pension’ pension were added as options

  • Katarzyna Searle

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    May 14, 2025

    This was requested 2 years ago - these categories are really important when adding transactions