How can I establish Groups?

Modified on Mon, 3 Oct, 2022 at 6:46 AM

Go to Settings, Forecast, and Cash Flow Groups. 

You can customize the name of the group, but you must then select if the group falls under Operating, Financing, or Investment. 

You must also designate if it's for Cash In or Cash Out.


Now all transactions associated with a group will be clubbed under the group name in the cash flow table.

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article