Including Multiple Transactions in Cash Flow Prediction

Including multiple transactions of a Chart of Account

• Click the Chart of Account whose transactions need to be included in cash flow forecasting.

• In the popup Transaction Details, select the transactions to be included.

• Click the Action button. In the dropdown, click Include.

• The selected transactions will be included in the cash flow forecasting.

Including multiple transactions of a Contact

• Click the particular Chart of Account.
• Select the contact whose transactions need to be excluded.

• In the popup Transaction Details, click Show Similar Transactions.

• Select the transactions to be included.

• Click the Action button. In the dropdown, click Include.

• The selected transactions will be included in the prediction.

Please note

• Once included, the transaction(s) will be visible in the table as well as the graph. The system will project the calculations accordingly.
• You can exclude the transactions either by a chart of account or by contact.