Checklist - New Plan Not Managed
Things to check if a plan is not showing as managed and it should be:
- Check that a bank account has been assigned.
In the “Corp” screen, Bank Acct tab, under the field “Main Bank Account”.
- Ensure that a manager has been assigned
In the “Corp” screen, General tab, in the “Manager” field, make sure there is a manager in here i.e. it is not blank
- Ensure a Management commenced date has been entered
In the “Corp” screen, Structure tab, a date has is required in the “Management Commenced” field. Note: The date must be in the past in order for plan to appear as managed.