New in PartUs: Reorder Assets & Debts
When you’re juggling a large amount of assets and debts for a client, it can be tricky to keep the focus on the highest priority items. Recently, we added our most asked for feature which allows a user to reorder and reprioritize items on the asset and debt worksheet.
Changing the order is simple to do! Once you are signed in to your PartUs account, select the case you would like to see and click on the Asset & Debt Allocation worksheet. In the upper left corner of the list, you’ll find an arrow key which shows you items within the category. You can then drag and drop items to reorder within that category.
Take a look:
Do you have a request for a feature change or a great idea for PartUs? We would love to hear from you! Send us your idea at email@example.com.