Extra instructions on resolving agents
Extra instructions/directions are now provided to assist users in resolving unresolved advisers
News
Enhanced totals checking
We have recently updated the Feezily service to include some extra totals checking which can really help detect errors or issues.
Revenue type mapping enhancements
We have enhanced the mapping of revenue types to avoid having to perform any manual revenue type assignment in integrated products.
Generation Life reverts their revenue statements to pre May format
Find out more about this format change and how Feezily handles it for you
Redesigned main page splits into separate 'Operations' and 'Configuation' sections
With so much new functionality being added to Feezily the main page was starting to get a little cluttered.
Resolution (formerly AMP) Life translator has been updated to work with new format
Users who uploaded recent Resolution Life files may have discovered an issue - this has now been fixed.
New Generation Life revenue statement format
Generation Life have recently changed the format of their revenue statements which is not compatible with the older format and so caused errors...
New adviser/agent binding screens
Feezily 4.2.4.9 brings major improvement to the binding of advisers/agents when an unresolved agent is discovered.
Support for enhanced set of revenue batch scheduling
Feezily now supports scheduling of batches at a frequency of either: Monthly, Twice monthly or Weekly.
To change your current batch scheduling go to the 'Configuation' tab - Warning: don't change this unless you need to!
Main menu rearranged
Main menu has been refined to make access to agents and reporting quicker and easier
Feezily now processes revenue files from WealthO2
Planners advising their client regarding products offered via WealthO2 can now process advice and other fees via Feezily.
AFG - Australian Finance Group - mortgage brokerage files can now be processed in Feezily
AFG provides loans from multiple funders and now Feezily can process AFG brokerage files.
Fixed issue with Free Trial setup
The process of starting a Free Trial could fail in certain cases.
Enhancements to Asgard file processing
Asgard file processing has just been enhanced to include extra insurance types.
New feature: Export Provider and Adviser invoices to Xero
Feezily can now create invoices files for both provider and advisers which can be imported into Xero to make reconciliation a breeze!