Käytä finanssitiliin Liittyvät-välilehden kohteita tarkastellaksesi sen laskutuslausuntoja.
Vaaditut versiot
Käytettävissä: Lightning Experiencessa
Käytettävissä: Professional Edition-, Enterprise Edition- ja Unlimited Edition -versioissa
Napsauta asiakkaan tai kotitalouden profiilin Financials (Retail Banking)- tai Financials (Wealth Management) -välilehdestä sen finanssitilin nimeä, jonka laskutuslausuntoja haluat tarkastella.
Etsi Liittyvät-välilehdestä Billing Statements (Laskutuslausunnot) -kohde.
Napsauta tarvittaessa Näytä kaikki nähdäksesi kaikki lausunnot.
Tarkastele lausuntoa napsauttamalla sitä.
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