4.73.12 - Minimum Expense Values for Categories
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We’ve added the ability to set minimum expense values for specific categories. These values will be required when:
A client is filling out an affordability expense disclosure, or
A client chooses to provide detailed expenses.
You can configure these minimum values in Setup > Category > Affordability Tab. Leave the field blank if you don’t want to enforce any minimum restrictions for a category.
This feature ensures that clients provide sufficient expense details, improving the accuracy of affordability assessments.
