Karen Benner

@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]

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]

@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]