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.
- 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.
- Enter the financial details.
- Enter notes on the Notes tab, if required.
- Click the OK button.
Click on the link below for instructions on setting up templates
Click on link below for instructions on adding client servicability information