Features in Cash Flow Tabular View

Quick Action Buttons

You can take the following actions right from the table.

• Add New Transaction
• View Excluded Transactions
• Manage Chart of Accounts
• Manage Contacts

List of Transactions

To see a list of transactions for a specific date, click the amount box.

Quick Actions on Transactions

You can edit the contact name, date, description, amount, exclude, copy, delete, add, and exclude/ include a transaction.

Please note

• A System Projected transaction cannot be deleted.
• A User Projection cannot be retrieved once deleted.

Numbers Explained

In the monthly view, when you bring the cursor over a number, it gives you a summary of the total amount at Level 1 and Level 4. Clicking it will give the transaction details of the number.

Visit Numbers Explained for more details.

Similar Transactions

In transaction details, you can list together similar transactions pertaining to a particular chart of account or a contact.