> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://nested.crisp.help/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# 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.

![](https://storage.crisp.chat/users/helpdesk/website/5c076b87f4441c00/image_1j4hd6y.png)

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# Action permissions

# View Documents

1. Menu __Cash Flow__
2. View the __Cash Flow Amount__ dashboard.
3. Select the document to view.
4. Press the action button ' **...** ', select __View__.

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# Edit Documents

1. Menu __Cash Flow__
2. View the __Cash Flow Amount__ dashboard.
3. Select the document to edit.
4. Press the action button ' **...** ', select __edit__.

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# Cancel document

1. Menu **Cash Flow**
2. View Dashboard **Cash Flow Amount**
3. Select the document to cancel.
4. Press the action button ' **...** ', select **Cancel**.

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# Details in the dashboard

## ${color}[#e45765](Cash flow amount)

* ${color}[#1c5da9](Company) shows company abbreviation.

* ${color}[#1c5da9](Branch) shows the abbreviation of the branch.

* ${color}[#1c5da9](Document number) display document number.

* ${color}[#1c5da9](Type) shows the type of document.

* ${color}[#1c5da9](Job name) displays the job title of the document.

* ${color}[#1c5da9](Payer/Recipient) displays the name of the payer or payee of the document.

* ${color}[#1c5da9](Cash flow amount) shows the amount that appears on the cash flow graph.

* ${color}[#1c5da9](Amount) shows the total amount of the document.

* ${color}[#1c5da9](Status) indicates the status of the document.