All of your summaries are set up to view your cash-ins and cash-outs in two easy-to-read forms, a graph and a table. To read your graph: You will see a line down the middle. This indicates today’...
cash summary
Select Time Basis in Cash Summary
In your Cash Summary, you can change the time basis of the report and choose from Daily, Monthly, Quarterly or Yearly. To Select Your Time Basis: Navigate to the drop down menu on the right-hand sid...
Filters in Cash Summary
The filters in the Cash Summary can help you easily sort through your cash entries. To filter your cash summary, click on the blue plus sign next to the word “Filters” Choose a filter from...