Displaying Balances as Carried Forward on the Financial Status Page by Person
When you open the financial card of any owner or tenant on the Finance / Resident Financial Snapshot, if the financial balance appears as "transfer" as shown below, you can easily edit it as desired. 
After opening the relevant person's card on the Finance / Resident Financal Snapshot by Person page, click the "01.01.2025 - 31.12.2025 Date" button in the top right corner. Then, you can select the desired year, set a date range, or click the "All" button to access the related documents.
Displaying Balances as Carried Forward on the Financial Status Page by Person Print
Modified on: Wed, 28 May, 2025 at 4:07 PM
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