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This view combines fees ledger totals by type with client categorisation to give a set of cash flow figures that can be broken down by a wide variety of criteria.
See comments in ibvFeesTotalsByType for the caution you must use when considering ex VAT figures.
Type = End user business view, incorporating business logic
Inherits columns from view ibvClientCategorisation plus
Inherits columns from view ibvFeesTotalsByType plus
LastPeriodStatusChange |
The date and time of the last status change to the period. If the period is closed this is the date and time on which it was closed. |