4.73.12 - Minimum Expense Values for Categories

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.