Add Function
Located in the top nav bar, the Add dropdown menu allows you to quickly add Transactions, Assets, Financings, Dispositions, and Ownerships.
Hover over the Add dropdown menu and then select the relevant object to open a wizard that will walk you through the setup process.
Note: While the Add feature is always available in the top nav bar throughout the system, many of the associated functions (e.g. Add Asset, Add Financing, etc.) are also available on their respective pages across the system.
