Track Fees & Services in Service Fee Disclosure - Compliance Tab Without Adding Dates



We have released a new feature in the Compliance tab wherein you can add services and fees for the clients without adding the dates. This would help you to track client fees with no ongoing arrangements but have upfront fees and regular insurance commissions.

And, if you have already entered the dates, then you have the capability to clear the dates and add the services and fees to be charged from the clients.


Options available after clicking on Clear Dates

After clicking on Clear Dates, you will get a pop-up about clearing the dates.


On clicking the 'Cancel' button, a pop-up will navigate to the previous screen and no change will be saved. 

If you click on 'Yes, Clear' button, it will clear the dates and will set the state of the Application date to ‘Set Now' and other dates will appear as 'Not Available'.



To know more about the Compliance section, please click here


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