Navigation:  Clients > Client Detail Tabs > Financial Tab

Click to open up financial details to edit or view existing financial transactions. If there are already financial transactions relating to the client, a list will be presented .

 

 

Click to open the Financial Transaction to view or edit as this will open the Financial Detail Screen.

 

 

Note: Where policies are bound through brokers, the associated financials belong to the broker rather than the client, thus will be visible in the broker's financial tab.  Only where it is a direct policy do the financials relate directly to the client, and thus can be seen in this tab.

 

After making any alterations  click to save.