Navigating the Financial Screen (BC)

Navigating the Financial Screen (BC)

This screen is the hub of all the financial information for your file. Here, you can add, edit, and view all financial information pertaining to your transaction.

In a Purchase file, the Financial button consists of the following five tabs:
  1. Vendor Adjustments
  2. Purchaser Adjustments
  3. PTT
  4. Trust (In/Out)
  5. Account to Client

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      Billing, Accounting Integrations, Admin Functions & Reports

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      Province-specific information for AB clients

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      Province-specific information for ON clients

      Province-specific information for NS clients

      Province-specific information for SK clients

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