Versions Compared

Version Old Version 9 New Version 10
Changes made by

Matthew Garrett

Matthew Garrett

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

Image RemovedGeneral 

Image RemovedAddress\ Telephone

Image Removed Contacts

Image Removed Marketing

Image Removed Services

Image RemovedReferences

Image RemovedAccounts

Image Removed Employment

Image Removed Assets

Image RemovedLiabilities



Column

The Liabilities tab allows users to enter the client's current liabilities.

Note

The Liabilities tab will only be visible if the Client Type is set to Individual.


Expand
titleSelecting Joint Owners - Click here to expand...

If you have added other client contacts on the Contacts tab (Step 3 - Contacts), they will appear in the Joint Owners list.

Before clicking the right-arrow button to add a liability, double-click a contact in the Joint Owners list to indicate that a liability is jointly owned.

Note

Note: a tick next to the contact in the Joint Owners list means that when a liability is added, the contacts with a tick will also have a link to the liability.



Expand
titleAdding a Liability - Click here to expand...
  1. Enter the liability details.
  2. Click the right-arrow button () to move the liability into the Liabilities list on the right-hand side of thedialog.


Note

1. To remove a redundant or incorrect liability, select the liability from the Liabilities list and click the left-arrow button ().
2. A user cannot remove a liability from the Liabilities list that is an encumbrance for an asset. This form of liability can only be edited from the Asset that created the encumbrance (Step 9 - Assets).



IMPORTANT CONCEPTS

Liability Type: use the Space Bar to toggle between Liability and Expense.

Process Navigation

Image Removed Create a New Client