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Joint Assets/Dependants - Fact Find

Feature RequestFact Find

When adding a Fixed Asset or a Dependant we should be able to add/split the ownership with members of the Circle.

Currently you would have to wait for the Fact Find to be completed then go into each asset/dependant and then add the joint party.

Area of the system
Posted by Curtis Berry ·
Status: Accepting Feedback1 comment

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Comments1

  • Curtis Berry

    •

    Jun 25, 2025

    On this topic - It would be useful to be able to add both parties to joint income from Rental Properties