Dashboard or Spreadsheet

https://youtu.be/0mJohp9pKDI This video showcases the features of the Neutral Balance Sheet - Table View. Mediators will love how this feature brings together both balance sheets and enables you to qu

Here are three posts about the neutral balance sheet - Neutral balance sheet - a quick look (familyproperty.com.au) Neutral balance sheet - three views (familyproperty.com.au) Neutral balance sheet -

This is how you attach a debt to an asset, which we also call connecting a liability or connected liabilities. Attaching a debt to an asset (familyproperty.com.au)

Giving a party viewer access - for mediators (familyproperty.com.au) Did you know that you can give the parties to a mediation viewer only access, this can be really helpful because you don't have to

This is how you resend the initial online client intake questionnaire from the dashboard. Resend the questionnaire from dashboard (familyproperty.com.au)

Did you know that you can save different versions of your balance sheet to more easily compare different settlement options? Working with versions of the balance sheet (familyproperty.com.au)

This is how you add an asset (or a liability or superannuation) to the spreadsheet. Automate your client onboarding (familyproperty.com.au) Search terms - add a debt - add an asset to the dashboard