Updating the Debt Tracker on a Client Record

Overview 

Through ClientView, it is possible to track debt owed to your firm by specific clients.

To track a client's debt:

1. Navigate to the client record via Clients in the main navigation panel on the left side of the screen under ClientView.
2. Select the designated client to open the record.
3. Click the Details tab on the client record.
   
4. Scroll down to the Banking section.
5. In the Debt portion of this section, click the +Add button.
6. Select the Financial Institution, Type of Debt, Status, Amount, Rate, and Organization.
   
   The List of Financial Institutions is a reference from the Debt Name picklist in Firm Settings. To learn more about picklists, check out this article.
   
7. Click Save.