Search this site
OMNIMax Help
Welcome to OMNIMax India help
OMNIMax Help Manual
Client Management
Clients
Client Household
Client Journal
Correspondence
Client Login
Risk Questionnaire
Goals
Resources
Cashflow
Insurance
Plans
Portfolios
Insurance Policies
Contacts
Groups
Events
Correspondence
Templates
Research Templates
Sector Risk Returns
Investment Templates
Document Template
Document Inserts
Questionnaire Templates
Edit Expense Defaults
Back Office
Providers
Funds
Currencies
Registry Datafeeds
Registries
MIS Reports
Settings
OMNIMax Training Library
Feedback
Sitemap
OMNIMax Help Manual
>
Templates
>
Edit Expense Defaults
The Expense Sheet template enables you to create a default expenses sheet which will be used for your clients under the Cashflow --> Expenses tab. Click on edit at the bottom of the screen to customise the expense sheet for your needs.
Comments