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The Cash Flow Templates screen allows administrators to set default labels to populate the Cash Flow dialog in TFS.


 Opening the Cash Flow Templates Screen - Click here to expand...
  • From the Administration menu, select Templates then Cash Flow Templates.
  • From the sidebar, select Templates then Cash Flow Tpl.



 How to Add a Cash Flow Template - Click here to expand...

This article shows how to add a Cash Flow Template

From the Cash Flow Templates screen;

  1. Click New.
  2. Enter a Name for the template.
  3. Enter the titles for each of the Income Labels.
  4. Enter the titles for each of the Expense Labels.
  5. Enter notes against the template to outline its purpose.
  6. Click OK.

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