Printable Living Expenses
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Monica E Wandel
I am an early adopter due to my business growth and urgently needing better integration for workflow efficiencies, and have been trying to use the new system and learn new functions each day, but unfortunately there is still a lot it’s not doing, and very hard with no training and fumbling around.
One thing I wanted to do yesterday was print the financials section, more particularly the living expenses. Do you know if there is a function for this? Hopefully this has been thought of because with all the new legislation etc, to print a client summary/statement of position for the customer to sign off/ok would be the most ideal way to go. It is also just very helpful to be able to print these things when working through files.
Thanks Monica
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Monica E Wandel
Hi Braedyn, Is the printable living expenses available yet? Yes this would assist. As discussed, it would be great to be able to print a document such as a Statement of Position including income, expenses, assets and liabilities that we could have the customer check. I believe other aggregators have this function.
Cheers Monica
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Sarah
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Braedyn Lees
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Braedyn Lees
Hi Monica,
Thanks for your feedback and time over the phone yesterday.
We are developing a merge table for living expenses. This will enable you to generate a printable word document with all of the living expenses within the CRM.
Would this address your problem around living expenses?
Thanks,
Braedyn