New statement 'State' filtering makes it easier to find statements
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
News
Professional Edition: New Excel export capability for revenue reports
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.
Enhanced client name matching
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 rebranded to Acclaim Wealth + format change
AMG Super has been rebranded to Acclaim Wealth and the format of their revenue statements has changed.
Support added for updated Macquarie Wrap revenue statement format
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!
Colonial First State - Edge revenue statements
Feezily now supports the Colonial First State - Edge revenue statements
Aware Super
Aware Super revenue statements are now automatically detected and processed in Feezily
BT Life - transition to TAL
TAL has taken over BT's Life insurance products and the format of revenue statements from them has been changed
Macquarie Wrap - product name enhancements
Feezily now produces revenue data with more extensive list of product names available via Macquarie Wrap
Colonial First State - First Wrap, revenue categories processing update
We have updated our CFS/First Wrap translator to handle a recent change
Integrity Life revenue statement files are now supported
We have introduced a new translator that supports Integrity Life revenue statement files.
Updated revenue type mappings
We have recently updated our revenue type mappings configuration to support new revenue types seen in some supplier files.
History of consolidations/submissions is now available
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!
Extra instructions on resolving agents
Extra instructions/directions are now provided to assist users in resolving unresolved advisers
Enhanced totals checking
We have recently updated the Feezily service to include some extra totals checking which can really help detect errors or issues.