Redi2 Technologies, Inc.
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            How to Add Held-away Accounts to BillFin

            Adding Heldaway Accounts to BillFin

            1.     You must create the new Custodian if it doesn't yet exist in BillFin following the instructions below:

            Click on the gear icon in the top right next to your name

            Click on Custodians

            Click on Add A Custodian

            Enter the custodian name in the popup box

            Click Save

             

            Now you can add the Clients and Accounts

             

            2.      If the Client does not exist in BillFin, follow the instructions below to create the Client.  (IF the client exists in BillFin already, skip to step 3.)

            Click on Clients in the left side menu

            Click Add A Client

            A slideout window will appear

            Enter or select the details for each appropriate box

            Save

            Save for the Current Period

             

            3.      To Manually Add an Account to a Client:

            Click on Clients in the left side menu

            Click on Add New Account in the pencil menu for the desired client

            A slideout window will appear

            Enter or select the details for each appropriate box

            Save

            Save for the Current Period


            Updated: 28 Oct 2019 05:51 AM
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