4 results found

1. Commitments / Outgoing - Income

   On the commitments / outgoings page, it would be good if the option to show net income and therefore the disposable income would be useful.

   19 votes

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   0 comments  ·  Commitments  ·  Delete…  ·  Admin →
   completed  ·  AdminBrooke Lowry (Admin, smartr365) responded

   Hi all,

   
   

   We have now launched the Financial Overview which gives users a view of the client's net income and disposable income.

   
   

   Thanks,

   
   

   The Product team

2. financial commitments

   automatically upload financial commitments from credit cards etc within the budget planner above. seems silly we have to do the bottom bit first them copy the figure provided

   28 votes

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   0 comments  ·  Commitments  ·  Delete…  ·  Admin →
   completed  ·  AdminBrooke Lowry (Admin, smartr365) responded

   Hi all,

   
   

   Thank you for your feedback. We have removed the additional Credit commitments field in the top section so that this information only needs to be entered once.

   
   

   Thanks,

   
   

   The Product team

3. Credit commitments monthly payments

   Credit Commitment monthly payments should automatically feedthrough to the budget planner (in the Credit Commitments field)

   17 votes

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   2 comments  ·  Commitments  ·  Delete…  ·  Admin →
   completed  ·  AdminBrooke Lowry (Admin, smartr365) responded

   Hi,

   This change was delivered with the Financial Overview changes we made last year. 

   Thanks,

   The Product Team

4. Change Commitments to 'Credit Commitments'

   Commitments to be called 'Credit Commitments'

   5 votes

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   0 comments  ·  Commitments  ·  Delete…  ·  Admin →
   completed  ·  Thora Kehoe Adviser responded

   Work on this ticket has been completed.

   Thank you for your feedback,

   Thanks,
   Thora, Product Manager @Smartr365