Navigating the Financial Screen (AB)

Navigating the Financial Screen (AB)

The Financial section has all the financial calculations for the file. On this section you are able to add, edit, and review all the financial information related to the file. The financial information is organized in four screens:
  1. Statement of Adjustments
  2. Account to Client
  3. Trust Statement
  4. Closing Funds Summary
At the top of each screen there are additional functions available. Things such as Documents for quick access and generation, information about property tax adjustments on the statement of adjustments screen, as well as additional financial functions within the Auto Includes option can be found here. 

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