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Ability to export a commission statement

Feature RequestIncome Reconciliation

It would be great in the action button inside of a provider statement sent by edi to be able to export the commission statement lines into a CSV

Posted by Sarah Challenor ·
Status: Accepting Feedback2 comments

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Comments2

  • Stuart Boyle

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    Dec 5, 2025

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    Merged request

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    1 vote

    Ability to edit and delete EDI statements

    Much needed. Currently we have no control and have to ask the Plannr team to sort problems/delete statements, which is less than ideal.

  • Nichola Badcock

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    Oct 9, 2025

    This would be a massive help for our Income rec