Articles on: PlanSmart

Annual Financial Statements

  1. Select PlanSmart



  1. Select Financials



  1. Click on AFS Completed



  1. Filter the report as required



  1. Click on Show Report



  1. Click on Files to upload



  1. Click on Upload to current file categories



  1. Select the Category



  1. Choose the file to upload



  1. Select who to send the email too or add another recipient.



  1. Click on Upload Files



  1. The client will now have a green box with a tick to show a file was uploaded for this client.



  1. 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.



  1. The report will show you which Statements have been done, or not done, if the files have been uploaded and if there are notes.



  1. If you have partner or supervisor status, you can also create projects for all the AFS clients.



  1. The report will also display the total AFS clients, and the % of each year that has been completed.


Updated on: 31/10/2024

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