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Charges - add an end date when a plan is marked as inactive

Feature Request

Is there a way to edit any recurring charges on a plan to show an end date that coincides with when we mark a plan inactive etc?

Area of the system
Posted by Natalie Calder ·
Status: Accepting Feedback2 comments

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Comments2

  • Tracy Holdt

    Team•

    May 15, 2025

    Hi @Nick Smith in this scenario could there be any occasion where they could be residual revenue so in ceasing expectations adding a date to cease them from would be beneficial?

    • Nick Smith

      •

      May 15, 2025

      I can’t think of any Tracy, but I guess prudence would suggest including a cease date. An adviser could always not select the tick box and thus manually end the expectations separately.