Enhanced fact find: Liabilities

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Liabilities

The liabilities screen records various types of liability recorded for a client and partner.  These include long term liabilities such as mortgages of various types, or short term liabilities like credit cards or overdrafts.

Liability balances, interest rates and repayment amounts can be edited inline, within the table.  Clicking Save and continue will save the changes without you having to go into each record.

NB If the liability is linked to an asset within a pension wrapper, it will not appear in the table.  It will appear as a linked “product” within the pension wrapper record it belongs to.

Field label	Field ID (e.g. Xmerge syntax)
Liability details (Liability field group)
Type	type_group
Subtype	type
Outstanding balance	amount
Status	status
Repayment amount	repayment
Repayment frequency	frequency
Interest rate p.a.	rate
Start date	settlement
End date	expire_date
Under advice status	nbr_under_advice
Notes (client level)
Notes	liability_notes

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