Richard Linfor

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]

@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]