The Financials screen is used to record a client's financial accounts and cash flow position. These figures may be included in the application for finance for the client.
This screen can be used to enter Short Form Financials. Users can create a Balance Sheet and Cash Flows for the client.
Financial accounts can be copied or imported from other clients.
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| title | Opening the Client Financials Screen - Click here to expand... |
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- From the Client menu, select Financials.
- From the sidebar, select Client then Financials.
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| title | Adding a New Financila Account - Click here to expand... |
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- Select the Financial Accounts list. A shadow will appear around the list to indicate it is selected.
- Press the New button. The Financial Accountdialog will be displayed.
- Select the Template.
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- Enter the financial details.
- Enter notes on the Notes tab, if required.
- Click the OK button.
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