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 … [Read more...]
PortfolioCenter Bill History explained
[dropcap style="light"]Q. [/dropcap]Can you explain the what the Bill History is in PortfolioCenter and how to use it? It nevers seems right. [dropcap style="light"]A. [/dropcap]Sure! The Bill History tracks the management fees calculated by … [Read more...]
