The [Financial accounts] section
The Financial accounts section is used to store information about the bank accounts of your customers. Here, you can store any important data about a bank account, such as its number, customer's name, current status of the account, etc.
Views
The section has several views:
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– displays bank accounts as a list. Information about the list columns and their purpose can be found in the description of the bank account page. -
– displays charts, numeric indicators and lists used to analyze financial accounts. Read more >>>
Contents
The [Attachments and notes] tab
•Dashboards in the [Financial accounts] section
See also
