How do I view and share estate accounts?

Produce estate accounts through pdf or excel at any point to see a clear summary or to share with colleagues and clients.

You can produce a set of Estate Accounts on the Exizent platform at any stage by:

• Creating a case. How do I create a case?
• Adding some people. How do I add people to my case?
• Adding some inventory items. How do I add these to my case?

You don't need to add everything to your case in order to produce a set of estate accounts, once you've added at least one item you can then:

• Click the Estate accounts tab in the left hand side menu

• One you are in the estate accounts area, click the Export button

• Choose if you want to export as a PDF or excel file

Choosing to export to PDF

• Choose whether you want to Save as PDF or select your printer from the Destination dropdown menu:

• Once saved or printed, you can use the set of accounts as necessary 

Choosing to export to excel

• The export will go to your downloads 
• Open the excel file from the downloads area 
• Once open you will see a tab for each section along the bottom: 

• To expand all columns in each tab, rather than doing it one by one:
  • Click on Summary (the first tab) 
  • Hold down the shift key
  • Keep the shift key held down and click on Distributions (the end tab)
  • You should see that all tabs are now selected 
  • Keep the Shift key held down and click on the top left hand corner to highlight everything:
  • Double click to expand the first column (double click on the line in between column A and B)
  • You should see that all columns within every tab has now expanded to fit perfectly with the text