Balance Sheet Versions can be used to help you compare different proposals, models and scenarios for your client.
For example, allowing you to compare what a "50/50 split" would look like, versus a "70/30 split".
To learn more about saving and editing different Versions, please click here.
If you're using FamilyProperty via the EvolveGo integration, you can open different Versions (to view and compare them side by side) as follows:
- Open your EvolveGo Lead or Matter
- Click on the 'Property' tab and open the Balance Sheet in question
- Click on Versions - from this dropdown, you can:
- Click on a selected Version Title to open that Version, or;
- Click to open the selected Version via the new window button (highlighted below). This will display the selected Version in a separate window.