Saving versions of your balance sheet

Did you know you can save different versions of your balance sheet? This enables you to model different scenarios and manage offers. You can generate documents for each version and send them to your client to review options. This short video shows you how.

Tip: To generate reports such as the Proposal document, first display the version that you wish to run the report for. You can then display another version and also generate the same report so you can provide your client with options to review.