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.