The Finances Summary view details the current status of the work and all information related to the finance work for the client account. Documents associated with the account and work are available as well and can be quickly added or edited. The current status of the work can be updated quickly from this view.
- Use the breadcrumbs in the Work Area header to track the account being worked on and the current status.
- Work Area Summary Header - summarises your current work for the account.
- Work Area Summary Menu - provides a bookmark to quickly access further work panels or windows.
- Work Area - your main area of work comprising several panels or windows.
Work Area Summary Header
- Finance Summary - key details about the account and the work including the institution and finance required as well as the current status.
- [Actions] - quick access to Client Opt-in and portal access; create new Contact Logs and DocuSign forms, viewing and sending invoices. Creating a Split Loan, opening the Fact Find or viewing linked API logs.
- Split Loan indicator and [Previous Split]/[Next Split]. Note these buttons only presents if the loan has been split.
- [Edit] - quickly open the Edit view for the Finance work.
Work Area Summary Menu
- Finances Summary Menu- shortcuts to the relevant area of interest within the work area. Detailed explanation provided in the table and via the links below.
| Bookmark | Description |
|---|---|
| Work Flows | Workflow panel for tracking and visibility |
| Details | Account details relevant to the finance work |
| Client | Client account details including visibility of the History using the filters, access to shortcuts to edit the account, configure client codes and unsubscribe options etc. |
| Activity Logs | View Contact Logs relevant to the current work |
| Opportunities | Opportunities created as a result of the current work, view, create, edit, delete |
| Work Allocations | Create and edit any shared work for the clients finance work |
| Interest Rates | Interest rate details pertinent to the work |
| Securities | Add and review current and past assets required as security for the loans |
| Conditions | Add and edit loan conditions |
| Disbursement Schedules | Add and edit loan disbursement schedules |
| Commissions | Add and edit commissions, manage splits. |
| Reviews | Review dates, by who and whether completed |
| Contacts | Lists Contacts linked to the current finance work for the client. Allows tracking of all relevant people involved with the current work |
| Documents | Lists attached documents with search and filter options |
| Notes | Add any personal notes to the current work, notes are timestamped for compliance reasons |
- Current Status and last update and by whom.
- Indicates appointments set and click to create new appointment.
- [Change Status] - click to open a drop down list which depending on work done can be used to advance the work.
Summary view of the current finance status.
- [Edit] - click to enter the edit view.
Details for the current client.
- History window - use the filter buttons to quickly review the clients interaction with the business.
- Click on name or the pen icon [Edit] - to open the client account at the finance edit view.
- [Edit] - opens the finance edit view.
- Client history/relationship to the business. Use the filters to focus on areas of interest.
Activity Logs - view Contact Logs relevant to and relating to this work.
- [Edit] - click to enter the Edit view at the Contact Logs panel.
Opportunity - lists opportunities created as a result of the current work
- [Edit] - click to open Finance Edit view at the opportunity window.
- [View Summary] - click to open the summary view for the highlighted opportunity.
- [Edit] - click to open Finance Edit view at the opportunity window.
Work Allocations - lists the financial planner and shared work fees
- [Edit]- opens the Edit view to quickly edit the client details.
Refer to Explore Work Allocation for more detail on the work allocation process.
Interest Rates - lists interest rates for the clients loans.
- [Edit] - click to open the edit view.
Securities - lists security used for the loans current and past.
- [Edit] - click to edit the highlights security line entry.
- Click the down arrow to open a detailed summary of the security.
Conditions - lists conditions for the loan.
- [Edit] - click to open the edit view at the finance conditions panel.
Disbursement Schedules - lists the loan disbursement schedules.
- [Edit] - click to open the edit view at the disbursements schedule panel.
Commissions - lists commissions including split commissions generated from the finance work.
- [Edit] - click to open the edit view at the commissions window.
Reviews - record of file review dates, by whom and whether completed or not.
Contacts - with finance work associated with the account there may be third parties who will be involved in the preparation of the work for the client account. The Contacts lists their details to be recorded in one place and to be associated with the work.
- [Edit] - click to open the edit view at the contacts window.
To add documents to the work there are three options:-
- [Select files] to open a new file browser window to add external documents to to the work of the account. Or...
- Drag and drop into the marked box or...
- Search the DMS - enter at least 3 characters and filter using tags to locate your files and attach to the work for the account.
To search within the attached documents:-
- Search within documents that have been attached to the work for the account.
- Filter using tags that have been added to the document attached to the work for the account
- [Search] - to search within documents that have been attached to the work for the account.
- [Clear Search] - to clear the search criteria, text and tags.
- Sort filtered results by file name or upload date.
- List or Grid view.
Notes - notes added to the work. Notes are timestamped for compliance and tracking.
- [Edit] - opens the edit view at the details tab so that you can add new notes..
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