Monthly AFS Planning
Select PlanSmart
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Select Planning
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Click on AFS Planning per Month
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Filter the report as required
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Click on Show Report
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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.
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Select the planning month
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Click on Save Details
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The report will then display the relevant user assigned for the financial statements off the client and the relevant month selected.
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To Update the relevant user click on Client Quick View
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Search for the client
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Click on Show Report
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Click on Enable Client / Services icon
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Select the relevant user
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Click on Save
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Select Planning
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Click on AFS Planning per Month
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Filter the report as required
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Click on Show Report
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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.
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Select the planning month
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Click on Save Details
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The report will then display the relevant user assigned for the financial statements off the client and the relevant month selected.
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To Update the relevant user click on Client Quick View
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Search for the client
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Click on Show Report
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Click on Enable Client / Services icon
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Select the relevant user
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Click on Save
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Updated on: 31/10/2024
Thank you!