Feezily - Enhanced user interface layout
With the ever growing list of features in Feezily we have had to make some enhancements to the layout of the user interface to fit them all in!
News
Provider naming and product naming enhancements
Step Ahead Software is happy to announce some more user requested features relating to how we name providers and their products
Direct client FFS invoicing - improvements
We have made some very useful improvements to Feezily's FFS/Direct Revenue client invoicing
We've been quiet lately! Here's why...
We have been 'nose to the grindstone' bringing our Feezily users an incredibly large set of improvements and enhancements. Check out this mega list!
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
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