Feature Disruption - Service Cloud Voice

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Update Client Expenses

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Update Client Expenses

Use the Cash Flow Summary FlexCard to add or edit expenses for a client or household.

Financial Services Cloud is available in Lightning Experience.

Available in: Professional, Enterprise, and Unlimited editions

User Permissions Needed
To use Income and Expenses for Financial Services Cloud:	Financial Services Cloud Extensions AND OmniStudio Users OR OmniStudio Admin

User Permissions Needed

To use Income and Expenses for Financial Services Cloud:

Financial Services Cloud Extensions

AND

OmniStudio Users

OmniStudio Admin

Click a person account, household account, or party relationship group record.
On the Cash Flow Summary FlexCard, in the Expense section, click Add.
1. In the Expense Type field, select a type of expense.
2. Enter an Amount.
3. Select a Start Date and End Date. To enter a recurring expense, such as a mortgage, leave the end date field blank.
4. Select a Frequency. To enter an expense that doesn’t recur, select One Time as frequency.
5. To add another income type, click Add Expense.
6. Save your changes.
To edit income, in the Expenses section, in the quick action menu, click Edit.