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.
Comments
0 comments
Article is closed for comments.