Annual Financial Statements
Select PlanSmart
Select Financials
Click on AFS Completed
Filter the report as required
Click on Show Report
Click on Files to upload
Click on Upload to current file categories
Select the Category
Choose the file to upload
Select who to send the email too or add another recipient.
Click on Upload Files
The client will now have a green box with a tick to show a file was uploaded for this client.
Click on the green box with a tick and you can now add notes and set as complete. You can also notify other users. Select Save once done.
The report will show you which Statements have been done, or not done, if the files have been uploaded and if there are notes.
If you have partner or supervisor status, you can also create projects for all the AFS clients.
The report will also display the total AFS clients, and the % of each year that has been completed.
Select Financials
Click on AFS Completed
Filter the report as required
Click on Show Report
Click on Files to upload
Click on Upload to current file categories
Select the Category
Choose the file to upload
Select who to send the email too or add another recipient.
Click on Upload Files
The client will now have a green box with a tick to show a file was uploaded for this client.
Click on the green box with a tick and you can now add notes and set as complete. You can also notify other users. Select Save once done.
The report will show you which Statements have been done, or not done, if the files have been uploaded and if there are notes.
If you have partner or supervisor status, you can also create projects for all the AFS clients.
The report will also display the total AFS clients, and the % of each year that has been completed.
Updated on: 31/10/2024
Thank you!