Documentation | User Guide

Documentation | User Guide

Add an asset

This part of the guide explains how to add an asset.

Step 1 - Go to the Assets Information popup window

  1. Click the Add button. This action opens the Assets Information popup window;

Step 2 - Add an asset

  1. Go to the Assets section and fill out the required fields (identified by a red asterisk *). For example, Asset Type, Asset Value, etc.;
  2. Enter more details if required;
  3. Click the Save button. This action confirms the addition of the asset and updates the Asset Information page (the navigation train button becomes green);

  1. Click the Next button to go forward to the next step: Income Source.