Christopher Voorhees

@greg-skidmorebelpointe-com Thank you for the Topic. Using the Business Line and/or Management Style are both great ways to track information. Orion also offers the ability to create Custom fields as a way to monitor data. For additional information on creating Custom fields, please submit a help case through the Reconciliation group page.

How do…[Read more]

@tarrah-hovendickclsinvest-com @zlindgrenwilliams-financial-com I certainly agree with you there. We have a project submitted to have bills invalidated rather than deleted, so it more accurately reflects how this was handled in our legacy system. As of right now, the project is still being estimated, so I don’t think it will role out with the May…[Read more]

@toddcaliberwealthmanagement-com and @mconroyargentwm-com – I’m glad to hear you like the direction Insight is moving in and thank you both for the suggestions. We’re always looking for ways to improve our apps and I’ll be passing these suggestions along for potential future development. Thanks again!

Thanks for sharing @zlindgrenwilliams-financial-com! We are discussing this for future product development of the Bill Generator. This is an issue we have noticed when generating reruns – it deletes them from the original instance they were generated in and moves them to a “Not Generated” status. This can cause issues if the Bill Instance is…[Read more]

I’d like the Bill Generator to be able to recalculate bills. Currently it only allows you to delete a previous bill and regenerate it. We’d like the ability (like Orion had in the past) to recalculate a bill so new bill would be calculated and the old original bill would still be available to view even though it would be invalid. This is necessary…[Read more]

@ericselkirkwealth-com There are two different solutions to consider relating to the new account process issue you noted:

1. Your team could create the account ahead of time in the New Account Center prior to the custodian sending data to Orion. As long as the account number used matches up to what the custodian sends, Orion can match up that…[Read more]