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Contact Financial Statements

Contact Financial Statements

Owned by Lango: Language and translation manager
Last updated: Sept 04, 2024Version comment
1 min read

You can view the overview of balance sheet data on the contact by selecting Related – Financing – Financial statements.

We can view financial statements in the same way from the contact card.

Clicking on the Financial Statements icon opens the Contact Balance Overview table. Set up new contact balance data via the "New" icon on the Action Pane. After using the function, the Contact Balance tab is displayed to set up the balance data.