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  1. MiiiA Support
  2. D365 FinServices
  3. Compliance

Fee Disclosure Exclusions

By default the system will report all revenue received for each client for Fee Disclosure.

If you wish to exclude particular transaction types, providers, or products you may do so.

There is a log of all revenue categories received which can be used to toggle reporting.

Critical

Excluding any revenue from reporting is done so at your own risk. Fee Disclosure is your business' responsibility, not that of your Licensee or Software Vendor.

 

Navigate

  • Click the  Work Areas navigation item
  • Select Configuration
  • Select Revenue Catalog

  • The list of Revenue Catalog items is displayed
    Notice, by default, all items are Included for (AFDS) 

 

Toggle Revenue

You can edit individual Revenue Catalog items, or in bulk.

 

Individual Records

  • Open a Revenue Catalog record
  • Set Included (AFDS) = No / Yes

  • Confirm the action

 

Records In Bulk

  • Select all Revenue Catalog records desired (tick one, many or all)
  • Click the Edit button 

  • Select Included (AFDS) = No / Yes 
  •  Click Change 

 

 

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