The Cash Flow Summary is a quick visual summary of your total cash-in and your total cash-out. The filters let you pick and choose what you would like to view in your chart. For example, you might wan...
filters
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...
Entering a Single Cash Transaction
In this overview Create a New Cash Entry Fill Out Cash Entry Form Choose the Invoice Date Enter the Payment Terms Enter the Due Date Select Payment Date Enter a Payee Enter a Reference Enter a Memo Cr...
Filter Cash Entries in Cash Transit Zone
Filtering entries allows you to see what is opened, projected, paid or cleared. Be default, all the types are checked. To filter your cash entries: Click to uncheck the ones you don’t want to vi...