Account Owner you can Create”New the financial situation”

1- In Tabs => Click on  “Accounts”

2- In View Menus => Select “My Accounts”

3- In  ListViews => Click on “Account” A R WILFLEY AND SONS

Scroll down to the "Financial Situations" related list and click in the button "New Financial Situations"

1- Verify that the name of your supplier is the right one on the field "Account“

2- Fill some content in the description field

3- Click on  "Save" at the end of the page

Scroll down to the "Notes & Attachments" related list and click on the "Attach File“

1- Click on the "Choose a file" button, choose the file you want to attach

2- Click on "Attach File"

3- Click on the button "Done"