Finance: Portfolios (Feature)

MYCITO* PORTFOLIO Life Cycle

The following flow diagram illustrates the typical PORTFOLIO life cycle inside MYCITO*.

How To View a Portfolio

Follow these steps to VIEW A PORTFOLIO.

1. View the INDIVIDUAL / COMPANY / ORGANISATION profile.
2. Click on the BLUE PORTFOLIO NAME under the QUICK LINKS.

How To Add an Account

Follow these steps to ADD AN ACCOUNT on the PORTFOLIO.

1. View the PORTFOLIO PROFILE.
2. Click on the EDIT ACCOUNTS tool in the toolbar.
3. Add a NEW ENTRY.
4. Complete the FORM and click SUBMIT.

How To Add Notifiers

Follow these steps to ADD NOTIFIERS on the PORTFOLIO.

1. View the PORTFOLIO PROFILE.
2. Click on the EDIT NOTIFIERS tool in the toolbar.
3. Add a NEW ENTRY.
4. Complete the FORM and click SUBMIT.

How To Add Terms

Follow these steps to ADD TERMS on the PORTFOLIO.

1. View the PORTFOLIO PROFILE.
2. Click on the EDIT TERMS tool in the toolbar.
3. Add a NEW ENTRY.
4. Complete the FORM and click SUBMIT.

How To Transfer Funds

Follow these steps to TRANSFER FUNDS between ACCOUNTS on the PORTFOLIO.

1. View the PORTFOLIO PROFILE. 
2. Click on the TRANSFER FUNDS tool in the toolbar.
3. Add a NEW ENTRY.
4. Complete the FORM and click SUBMIT.

How To Add a Creditor

Follow these steps to add a CREDITOR on the PORTFOLIO.

1. View the PORTFOLIO PROFILE.
2. Click on the EDIT CREDITORS tool in the toolbar.
3. Add a NEW ENTRY.
4. Complete the FORM and click SUBMIT.

How To Add a Debtor

Follow these steps to add a DEBTOR on the PORTFOLIO.

1. View the PORTFOLIO PROFILE.
2. Click on the EDIT DEBTORS tool in the toolbar.
3. Add a NEW ENTRY.
4. Complete the FORM and click SUBMIT.

How To Add Financial Years

Follow these steps to add FINANCIAL YEARS on the PORTFOLIO.

1. View the PORTFOLIO PROFILE.
2. Click on the EDIT FINANCIAL YEARS tool in the toolbar.
3. Add a NEW ENTRY.
4. Complete the FORM and click SUBMIT.