by Krisan Marotta | Sep 1, 2015 | Billing, KBO
PortfolioCenter 5.10 offers some nice new billing features. My favorite: You can now globally clean up the billing history! I’ve been asking for this ability for a long time because it’s easy to get the billing history out of sync with the actual...
by Krisan Marotta | Mar 24, 2015 | Billing, KBO
Q.Can you explain the what the Bill History is in PortfolioCenter and how to use it? It nevers seems right. A.Sure! The Bill History tracks the management fees calculated by PortfolioCenter for each group and portfolio. The fee amounts in the Bill History may not...
