Locating Aggregation Errors

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Once logged into the advisor dashboard on Finance Logix. You can locate aggregation errors for any of your clients by navigating to the System Report section.


From there, select the hyperlink with a numeric value next to the line item 'Clients with Aggregation Errors'. The window which populates will provide a list of error numbers/codes, a brief description, as well as which client the error is occurring for.

 

 

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