In CashVue, you can easily save your table for any given time period.

To save your view for sharing:

  • Look for this indicator on the top right of your data table.
  • Click on the link labeled “Save this view for sharing.”
  • Give your bookmark a name that you will remember.
  • Enter a description (optional).
  • Make any changes to your entry type, status options and payment date if needed.
  • Click the Save button to save your view.


To access your saved views:

  • Click on the linked “bookmarks”
  • You will get a list of all your bookmarks for that table.
  • Use the search bar to find a specific entry or click Next on the bottom to scroll through all your bookmarks.
  • Click on the down arrow to open up the bookmark and view the details and description.
  • Clicking on the expansion icon will bring up the bookmarked table.

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