Adding lines, sharing and exporting
Items without a document, sharing with your client, Excel and PDF.
Add a line
For things without a document, such as the other party's loan mentioned in a letter: choose the section, whose it is (client, joint or other party), a description, value and as at date. Remove a line with its ✕.
Share with your client
Share with client lets your client see the approved balance sheet in their portal. Choose it again to stop sharing.
Export
Export Excel or Export PDF downloads the balance sheet with your firm's name and the matter details.
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