Monthly AFS Planning
Select PlanSmart
Select Planning
Click on AFS Planning per Month
Filter the report as required
Click on Show Report
This report will show you all of your clients and the relevant planning month you have selected. If this has not been selected click on Update.
Select the planning month
Click on Save Details
The report will then display the relevant user assigned for the financial statements off the client and the relevant month selected.
To Update the relevant user click on Client Quick View
Search for the client
Click on Show Report
Click on Enable Client / Services icon
Select the relevant user
Click on Save
Select Planning
Click on AFS Planning per Month
Filter the report as required
Click on Show Report
This report will show you all of your clients and the relevant planning month you have selected. If this has not been selected click on Update.
Select the planning month
Click on Save Details
The report will then display the relevant user assigned for the financial statements off the client and the relevant month selected.
To Update the relevant user click on Client Quick View
Search for the client
Click on Show Report
Click on Enable Client / Services icon
Select the relevant user
Click on Save
Updated on: 31/10/2024
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