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Add financial account
It’s easy to add one or more financial accounts to a new or existing contract.
How to add a financial account
- Find the contract where you want to add a financial account
- Open the contract front page
- Click on “Financial account” in the left menu
- If a financial account has already been added
- Click “Edit” in the top right side of the section
- Click on “Add”
- If no financial account has been added yet
- Click on “Add Financial Account”
- Select the financial account in the “Account title” drop-down menu
- Fill in the “Usage” field with a description
- Fill in the “Estimated costs” field with the budgeted amount
- Fill in the “Realized costs” field with the actual amount if necessary
- Select the status in the “Status” drop-down menu
- Click on “Save”
* Note that financial accounts must be created in the administration to be added.
