> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://smartpractice.crisp.help/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# Maandelikse AFS Beplanning

1. Kies PlanSmart

![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_1gmeeeg.png)

2. Kies "Planning"

![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_6l64hm.png)

3. Klik op "AFS Planning per Month"

![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_sp6t1l.png)

4. Filter die verslag soos benodig

![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_soaoaa.png)

5. Klik op "Show Report"

![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_1xbftkd.png)

6. Hierdie verslag sal al jou kliënte en die relevante beplanningsmaand wat jy gekies het, wys. As dit nie gekies is nie, klik op "Update"

![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_c9glon.png)

7. Kies die beplanningsmaand

![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_1l1kg69.png)

8. Klik op "Save Details"

![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_150acbv.png)

9. Die verslag sal dan die relevante gebruiker wat vir die finansiële state van die kliënt toegewys is en die gekose maand wys

![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_1n6nyg2.png)

10. Om die relevante gebruiker op te dateer, klik op "Client Quick View"

![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_1d5ybcg.png)

11. Soek die kliënt

![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_b952fv.png)

12. Klik op "Show Report"

![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_158zhut.png)

13. Klik op "Enable Client / Services icon"

![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_1enwpfh.png)

14. Kies die relevante gebruiker

![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_q9onzu.png)

15. Klik op "Save"

![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_cvjfh3.png)