Fee run – Earliest from date

The system displays the ‘Earliest from date’ on a fee run by looking at all the accounts included in the fee run and then displays the earliest from date found in the accounts.

Each account will still use its own “from date” depending on when the last fee run was done or when the “first fee date” was set on the account.

The earliest from date for a fee run can be seen on an account under ‘View Details’ on the Account Details card and ‘View Details on the Adviser Card.

View details on the Account Details card:

View details on the Adviser card:

Last Updated on 4 years ago by Tinus Burger