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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 ibvFeesTotalsByTypeLCPY for the caution you must use when considering ex VAT figures.
This view is restricted to the latest closed ledger period plus earlier periods in same ledger year.
Type = End user business view, incorporating business logic
Inherits columns from view ibvClientCategorisation plus
Inherits columns from view ibvFeesTotalsByTypeLCPY 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. |