How to View & Edit Funds

Introduction

To view, change or update any of your client's detail, follow the steps given below.

How to View & Edit Funds

Step 1:- Login to the platform using your credentials.

Step 2:- Click on Audit from the left-hand side quick menu.

Step 3:- From there, click on Manage Funds.

Step 4:- Click on the View (eye-shaped) icon next to the name of the client that you would like to view.

Step 5:- Now all the details like Basic Details, Contact Details, Fund Details, Trustees, Members, and Audit Files of that client will be displayed on a side screen appearing from the left side of your existing screen. 

Note:- You can change details only that are written in Black and not the ones that have been greyed out.

Step 6:- You can change the details from here, and then click on Update Client.

Note:- Update Client button will only be enabled if you have made any changes in the details.

Step 7:- Once you have updated the details successfully, you will receive a confirmation at the bottom right corner as shown below.

Step 8:- If you don’t wish to change anything you can simply have a look at the details and close the screen.

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To learn more about the process, explore best practices, and make the most of our features, please visit our Knowledge Base. Contact our Support team if you need any assistance.

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