Exclude a Transaction

You may want to omit certain system-predicted transactions from forecasting to see the impact on future cash flow. You can do so by manually excluding a transaction.

• Go to the tabular view.
• Select the transaction.

• A window with Transaction Details pops open.
• Select the transaction to be excluded.
• Click Exclude.

Please note

• Once excluded, the transaction(s) hide from the table as well as the graph, and the system will project the calculations accordingly.
• You can exclude multiple transactions as well per Chart of Account or a Contact.
• All such transactions are listed in Excluded Transactions. Visit View Excluded Transactions for more details.