How to view finance summary of a client? : Smart Bah Technology Sdn Bhd

How to view finance summary of a client? Print

Created by: Lizawati Rosclaritha Maidom

Modified on: Fri, 10 May, 2019 at 2:27 PM

1) To view the finance summary of the client, click on “Finances” sub-menu of Client Details page as shown below:

2) The system will navigate user to the Finances section as shown below:

3) The Finance section displays the overall finance information associated with the client.

4) It consists of four parts: Part 1, Part 2, Part 3, and Part 4.

Lizawati is the author of this solution article.

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