How to Add or Edit a Billable Asset Manually
To Add or Edit a Billable Asset Manually:
- Go to the Fees page
- Make sure you are looking at the correct billing period
- Hover over the pencil next to the client and click "Edit Billable Assets"
A slideout window will appear
- Enter Market Values and Exclusions for all accounts
- Click Save
A pop up will ask if you are sure you want to add or make changes to what is already in BillFin
- Click yes if everything looks good