When viewing the Cash Flow Analysis report, transactions can be added or edited but they can't be removed. Editing a transaction so its amount is zero will effectively remove it from the report. Alternatively, exit the report and delete the transaction. For example: An invoice was duplicated and needs to be removed from the report. Exit the report and delete the invoice from within the Transaction Journal. The same principal also applies for Recurring transactions. They can be edited so their amount is zero. Or, exit the report and delete the Recurring transaction template. UI Text Box |
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| The changes made to transaction amounts within the Cash Flow Analysis report are not permanent and do not affect the actual transaction. |
Adding transactionsScroll down to the bottom of the Cash Flow Analysis report. Notice that the last line is blank. Enter the transaction details in the blank line and then press the key on your keyboard. You can then continue to enter additional transactions or click Analyse Cash Needs to view the change. Editing TransactionsWith the Cash Flow Analysis report displayed, identify the transaction to be edited. Place your cursor in the Money In/Money Out field and change the amount. Press the key on your keyboard and then press Analyse Cash Needs to view the change. |