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If you have added other client contacts on the Contacts tab, 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 |
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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. |
- Enter the liability details.
- Click the right-arrow button (
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1. To remove a redundant or incorrect liability, select the liability from the Liabilities list and click the left-arrow button ( Image Modified).
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 7 - Assets). |
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IMPORTANT CONCEPTS - Liability Type: use the Space Bar to toggle between Liability and Expense.
- Clear Liability Fields Button (
 Image Modified): click to clear the reference information.
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