Step 1: Upload CSV or XLSX
Drag and drop multiple XLSX/CSV files here for bulk upload. Duplicate files are skipped automatically.
Portal Data
Saved Hierarchy Uploads (Last 12 Months)
Storage mode: Firestore
| File | Pay Run | Rows | Actions |
|---|
Fee & Commission Tracking
Received within ± tolerance of expected counts as paid. "Resets" trackers compare only the current period's payments. Due date flags unpaid trackers as overdue.
Client Payments (Adviser Share inc GST)
| Client | Transactions | Potential Fee | Variance | Total Payment |
|---|
Notifications
| Client | Adviser | Supplier | Last Pay Run | Last Payment | Days Since Payment |
|---|
Overdue Fee & Commission Trackers
| Client | Type | Supplier | Outstanding | Due Date | Days Overdue |
|---|
Data Integrity
| Name A | Name B | Similarity | Merge Into | Action |
|---|