Changing the status of a cash entry from projected to open, paid or cleared is quick and easy. To do this: Click on the colored leaf icon that indicates your entry’s status Choose the new status...

  If you need to edit, copy or delete a cash entry, it can easily be done in your Activity section. Here’s how to edit, copy, or delete a cash entry: In a selected entry, navigate to the fa...

The Bulk Input feature is perfect for entering multiple cash entries simultaneously. Ways access the Bulk Input feature: From the Main Menu, head over to Input Data and then click on Bulk Input. From ...

Entries can be edited or deleted within the Monthly Snapshot. To do this: Go to Monthly Snapshot. Click on the pencil icon next to an entry to start making changes. Once in the editor, you can make ch...

Sometimes you need to change the payment date of an entry in your Cash Transit Zone. To Change your Projected Payment Date: Hover in the top right-hand corner of an entry to click on the calendar icon...