Platformplus RMS v1.0.26.02
Highlights
- Brokerage files that contain second-level income splits now complete correctly and show as fully distributed
- The import total shown against those files is no longer overstated
- Unticking a payee on the Distribution Preview now also excludes their fees from the run – previously the fees were still applied
- Payees with no revenue this period but fees to deduct now appear on the Distribution Preview, so the preview matches the distribution run
- The Distribution Preview now shows total distributed, split and retained amounts, with a totals row that follows the advisers you have ticked
- The Distribution Preview now nets reversals and clawbacks for payees who do not receive GST, so the preview matches the amount paid
- The income summary report now applies the “to” distribution you select
- Searching by payee on the income reports now matches on any part of the name, rather than needing an exact match
- A new report has been added, showing income by payee for a date range
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