Jina Horton

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]

@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]

Thank you @bretttru-ind-com for your feedback!
To dovetail off of your response, Orion offers you the ability to create custom views. In this instance, a Filter can be applied at the Transaction level to not include Remark transactions. This way the transactions can easily be excluded from your view.

@trasborgpcjmltd-com Thanks for sharing. We have a project in for development to include Forecast Bills in billing sub-reports. It is still in the estimate phase, so once we can determine the scope of this project we will be able to provide a time frame for this release and we will be sure to let you know!

Thanks for sharing your experience, @vrogersschneiderdowns-com. We are discussing options for enhancements of the Bill Generator and a frequent request is more control over the Fee File generation. We’re working through the logistics of how this would function to ensure that it would create the least amount of hassle for the advisor. Ideally, we…[Read more]

Thanks for sharing your experience, @vrogersschneiderdowns-com. We are discussing options for enhancements of the Bill Generator and a frequent request is more control over the Fee File generation. We’re working through the logistics of how this would function to ensure that it would create the least amount of hassle for the advisor. Ideally, we…[Read more]