Is this something the business wants? Do we want TC's to be able to create accounts with no autorisation? Could we create as a pending status? Problem: Possibly only a solution for immediate payment initially? Currently when a TC/ BDM wins an acco...
Monthly a report will be received from the provider (Vibe) with the transactions of each TC who has clients using the tool. Current thought is the commissions team would have to manual take this report and key in details to GP. (this may be fixed ...
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Future consideration