Amount of Cash Flow
Why is a cash flow dashboard dashboard necessary?
To check the details of the document showing the balance on the cash flow dashboard.
Cash flow amount dashboard Appears when the user presses an item of balance on the cash flow dashboard.
Action permissions
View Documents
Menu Cash Flow
View the Cash Flow Amount dashboard.
Select the document to view.
Press the action button ' ... ', select View.
Edit Documents
Menu Cash Flow
View the Cash Flow Amount dashboard.
Select the document to edit.
Press the action button ' ... ', select edit.
Cancel document
Menu Cash Flow
View Dashboard Cash Flow Amount
Select the document to cancel.
Press the action button ' ... ', select Cancel.
Details in the dashboard
Cash flow amount
Company shows company abbreviation.
Branch shows the abbreviation of the branch.
Document number display document number.
Type shows the type of document.
Job name displays the job title of the document.
Payer/Recipient displays the name of the payer or payee of the document.
Cash flow amount shows the amount that appears on the cash flow graph.
Amount shows the total amount of the document.
Status indicates the status of the document.
Updated on: 29/09/2022