Completing a Client's Expenditure
More information on Expenditure can be found here.
To view expenditure from a client’s page, go to Personal Details and then Expenditure.
Here you can record the client’s expenses for each field. The tabs at the top allow you to switch between different life stages.
For circle clients, you navigate to Expenditure from within the circle, as usual, and then select from the dropdown which client you would like to complete Expenditure for.
Complete the expenses information you have for that circle participant, then navigate back to the dropdown list to select other circle participants.
You can send a factfind request to a client asking them to fill in their expenses. More information on Factfinds can be found here.
First, you need to set up a factfind with an ‘expenses’ section. Once saved, you can send this to the client to complete.
Going back into the client you want to send the request to, go to add new and then factfind request. Select the appropriate factfind schema and it can be sent off to the client!
To view expenditure from a client’s page, go to Personal Details and then Expenditure.
Here you can record the client’s expenses for each field. The tabs at the top allow you to switch between different life stages.
Circle Clients
For circle clients, you navigate to Expenditure from within the circle, as usual, and then select from the dropdown which client you would like to complete Expenditure for.
Complete the expenses information you have for that circle participant, then navigate back to the dropdown list to select other circle participants.
Requesting Expenditure via Factfind
You can send a factfind request to a client asking them to fill in their expenses. More information on Factfinds can be found here.
First, you need to set up a factfind with an ‘expenses’ section. Once saved, you can send this to the client to complete.
Going back into the client you want to send the request to, go to add new and then factfind request. Select the appropriate factfind schema and it can be sent off to the client!
Updated on: 13/03/2025
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