The Financial Summary is a reflection of the settings chosen by admin in the Balance Summary Builder. Due to the customization possibilities of Litify Financials, the details within the Financial Summary will look different for each Org.
This article will teach you how to navigate the Financial Summary and how to use it to its full potential.
Navigating the Financial Summary
Navigate to the Financial Summary within the selected Master Object, for example, Matters. From a Matter page > Click the Financials tab added during install.
Use the tabs on the left to navigate between subsections of the Balance Summary. Green numbers represent a Credit, or money coming into the Trust; and the red numbers represent a Debit, or money coming out of the Trust.
Click the tab name to see associated records.
For Item Groups, click the arrow on the right of the group name > Click each item to view them individually.
If you have a lot of columns in your Balance Table, click the left arrow for a larger view. Hover over the arrow to expand the column.
To view more information about a record in the Balance Summary, click its Name. When you’re done, click the X to return to the normal view. This is a custom panel which will display the record fields according to your object layout.
Any Transactions made using the Record will be visible in the second tab. Click Transactions in the details panel > Click the Transaction ID and the Transaction record will open in a new tab.
If a new record was created in another tab, click the Refresh icon to update the Financial Summary.
Downloading as a CSV
Users can download individual Items and Item Groups as a .CSV file by clicking the desired tab > Click the Download icon. This download respects Record security for the current user. If a User does not have access to certain records in the Balance Summary, they will not be included in the CSV.
Editing and Deleting Records in the Financial Summary
Records can be edited from within the Financial Summary. Click the caret beside the record > Click Edit > Make the desired changes > Click Save
Records can also be deleted from the Financial Summary. Click the caret beside the record > Click Delete > A confirmation modal will appear noting that the record will be deleted > Click Delete again.