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Note
  1. To remove a redundant or incorrect asset, select the asset from the Assets list and click the left-arrow button ().
  2. A user cannot remove an Income Asset Type IF it was created as part of creating an employment history. To remove that particular Income Asset Type, please return to Step 6 - Employment.

IMPORTANT CONCEPTS

  • Asset Type: use the Space Bar to toggle between Asset and Income.
  • Encumbrance Group: if another party has a financial stake in an asset, set the encumbrance to Yes. This will allow the user to enter the details of the company that has the encumbrance and the amount of the encumbrance. If an asset has an encumbrance, this creates a liability record. The encumbrance Notes are the notes that will be displayed next to the liability.
  • Clear Asset Fields Button (Image Modified): click to clear the reference information.