3.10 Financial Profile

1. To configure party’s financial details, click Financial Profile in left menu.
   The Financial profile screen is displayed.

   Figure 3-11 Financial profile

   
   

   
   Description of "Figure 3-11 Financial profile "

   
   
2. Click the Add icon. The following window is displayed.

   Figure 3-12 Financial profile

   
   

   
   Description of "Figure 3-12 Financial profile "

   
   

   For field level information refer the below table.

   Table 3-7 Financial profile

   Fields	Description
   Year	Specify the Year for which the party’s financial details are to be added.
   Currency	Search and select the Currency for the financial information.
   Details	Specify the following details in the corresponding fields: Balance Sheet Size Operating Profit Net Profit Year Over Year Growth Return On Investment Return On Equity Return On Asset
   Add	Click Add. Organization’s financial details are added.

3. To add financial documents, click Upload Financial Document.
   The Financial Documents window is displayed.

   Figure 3-13 Financial Documents

   
   

   
   Description of "Figure 3-13 Financial Documents "

   
   
4. In the Financial Documents window, the user can Add the following documents by clicking respective tabs.
   • Balance Sheet
   • Profit & Loss Statement
   • Cash Flow Statement
5. Click Add in any of the above tabs, the following window to upload documents appears:

   Figure 3-14 Balance Sheet Details

   
   

   
   Description of "Figure 3-14 Balance Sheet Details"

   
   

   For field level information refer the below table.

   Table 3-8 Balance sheet details

   Fields	Description
   Period	Select the Period for which the financial document is to be added.
   Quarter	Select the Quarter for which the financial document is to be added.
   Drop files here or click to select	In Drop files here or click to select section, drag and drop or click and upload the financial document.
   Add	Click Add. Document is added.
   Chart view	In the Financial Profile screen, Click the Chart view icon to change the List view to Chart view. Note: To Edit, Delete or View the added Financial Profile. click the Hamburger icon in the required list item and select the required option.