News article

Colonial First State - First Wrap, revenue categories processing update

  • 5 Jun 2023
We have updated our CFS/First Wrap translator to handle a recent change

The Fee Description in CFS/First Wrap files can now contain extra details about the fee which means they can not be easily catagories by the current fee categorizer. We have updated the translator to remove the extra data appeneded beyond the standard CFS name of the fee type.
If your practice is using the 'extra fee data' feature in CFS then this will mean that you should no longer see warnings when uploading revenue statements from CFG/First Wrap