Money In & Money Out Module Overview

The money in and money out is a new module that sits inside the new product screens of Adviser Cloud. This new module allows you to add, manage and remove any contributions or withdrawals to a product. The money in and money out module will also calculate the returns value and growth percentage based on the current value, total money in & total money out.

 

Adding Money In

To add money in to a product you must first open up that product record

 

Then click the Money in button in the Money In / Money Out panel

 

This will open up the add money in page, enter the details for your money in amount

 

Once you have entered the details click either next to carry on with the workflow or finish to simply add the money in, Once the money in has been added the panel will look like this

 

 

Adding Money Out

To add money out to a product you must first open up that product record

 

Then click the Money out button in the Money In / Money Out panel

 

This will open up the add money out page, enter the details for your money in amount

 

Once you have entered the details click either next to carry on with the workflow or finish to simply add the money out, Once the money out has been added the panel will look like this

 

Adding a Valuation

To add a valuation to a product you must first open up that product record

 

Then click the Valuation button in the Money In / Money Out panel

 

This will open up the add valuation page, enter the details for your valuation

 

Once you have entered the details click save to add the valuation to the product, Once the valuation has been added the money in / money out panel should look like this

 

 

 

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