/
How to Add a Cash Flow Template

How to Add a Cash Flow Template

Owned by Matthew Garrett
Last updated: Feb 15, 2019


Click the logo to return to KB

[click logo to return to Knowledgebase]

TFS Admin Guide - Table of Contents

Documentation Disclaimer

     

        

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.