Client Applications

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The Applications screen is used to display a client's applications.

Opening Client Applications - Click here to expand...

From the Client menu, select Applications.

From the Sidebar, select Client, then Applications.

Press Ctrl + I

Click the Client Applications toolbar icon ( )

The Applications screen display's a client's applications.

Applications in the Applications list are coloured:

Yellow: Inactive applications.
Green: Active applications that have not yet settled.
Purple: Active applications that have been settled.
Blue: Highlighted application.

Importing an Application. - Click here to expand...

The import application function allows a previous finance application to be copied or transferred to the current client.

Click the Import button. The Search dialog will be displayed.
Enter search criteria.
Click the Search/Refresh button. The Search Results list will be updated.
Select an application from the Search Results list.
Click the Select button.
Click the Yes button to create a copy of the application.
OR
Click the No button to transfer the application.

Selecting the Application - Click here to expand...

You can select any of the client's previous applications by clicking on it in the Applications window then click on the Select button. The selected application will then be displayed in the Context Bar and will be the active application.

Creating A New Application - Click here to expand...

You can create New applications from this screen. When you click on New the New Application Dialogue will be displayed.

Refer to Create a New Application for more detail on creating applications