You can exclude certain transactions to assess the forecast without that particular transaction. Such transactions get listed as Excluded Transactions. Excluded transactions can be left in the excluded tab, restored to the tabular view, or deleted entirely. Excluding a transaction is useful for maintaining a list of transactions whose impact you want to allow or restrict in the cash flow.
- Click on the three dots besides Cash In/ Cash Out.
- Click View Excluded Transactions.
- Select the appropriate header to see the excluded transaction.
- Activate the transactions for the dates you would like to include in cash flow from the Action button.
Please note The process of View Excluded Transactions in Cash Out is the same.