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Difference between revisions of "How to create a cash flow version"
How to create a cash flow version (view source)
Revision as of 23:42, 28 April 2015
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(Created page with "== Overview == The cash flow version you create represents the link between your accruals values and your cash flow ageing. == How to create a cash flow version == To creat...") |
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The cash flow version you create represents the link between your accruals values and your cash flow ageing. | The cash flow version you create represents the link between your accruals values and your cash flow ageing. | ||
BudgetLink ships with a default cash flow version called '''Cash Flow''' and a default cash flow ageing version called '''Cash Flow Ageing'''. | |||
== How to create a cash flow version == | == How to create a cash flow version == | ||
To create a cash flow version, follow these steps. | To create a cash flow version, follow these steps. | ||
# From the main menu, click on '''21. Cash Flow Entry'''; | |||
# Click on '''Version Control''' item in the menu; | |||
# Click on the '''Version Control''' button; | |||
# Click on the '''Create New Version''' button; | |||
# Click '''Cash Flow''' as the type of version to create and click '''OK'''; | |||
# Enter a '''name''' and '''description''' for the version; | |||
# Select the source version (for instance, '''Budget'''); | |||
# Select the cash flow ageing version (for instance, '''Cash Flow Ageing'''); | |||
# Click '''OK''' to add the new cash flow version; | |||
# Click '''Close''' to close the version control dialogue. | |||
== Related Topics == | == Related Topics == | ||