Improved, streamlining of statement process workflow
Saving you even more clicks!
We have been 'nose to the grindstone' bringing our Feezily users an incredibly large set of improvements and enhancements. Check out this mega list!
Feezily users have always been able to filter by provider and provider unit but you now have the ability to filter by the 'state' that a statement is in
While PDF reports are designed for printing and viewing, sometimes you need the raw data for your own purposes and nothing beats an exported Excel file for getting to the raw data.
We have recently introduced enhanced client name matching for scenarios where the provider revenue statement contains only the initial of the first name instead of the whole first name
AMG Super has been rebranded to Acclaim Wealth and the format of their revenue statements has changed.
As you may be aware Macquarie Wrap's revenue statement has recently undergone a major change to its format - from 42 columns to 59 columns!
Feezily now supports the Colonial First State - Edge revenue statements
Aware Super revenue statements are now automatically detected and processed in Feezily
TAL has taken over BT's Life insurance products and the format of revenue statements from them has been changed
Feezily now produces revenue data with more extensive list of product names available via Macquarie Wrap
We have updated our CFS/First Wrap translator to handle a recent change
We have introduced a new translator that supports Integrity Life revenue statement files.
We have recently updated our revenue type mappings configuration to support new revenue types seen in some supplier files.
When integrating with third parties like Xeppo, iComply2, a.i. etc, many users have asked if it is possible to see a history of submissions of their data to these third parties - it is now!