Liabilities are recorded at the household client level.
To add a liability for a client:
- Navigate to the household client that you wish to add a liability for.
- Click the Assets & Liabilities icon in the vertical nav.
- Select the Liabilities sub tab.
- Click the icon to add a Liability.
- Complete the fields (required fields will appear in red).
- Optional: Use the Related To tab to associate the Liability with a particular person.
- Click Save.