By creating groups (folders) for related cash equivalents, you can create a hierarchy structure. The number of levels is virtually unlimited.

The toolbar buttons

To add a new cash equivalent, click the Create button on the toolbar. For details, refer to Adding a Cash Equivalent.

To view or edit an existing cash equivalent, double-click the line with the cash equivalent in the list.

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Click the Create group button to create groups (folder) for cash equivalents. For description of other buttons, refer to List toolbar.

Creating a Group of Cash Equivalents

In the Cash Equivalents (create folder) form, to create a group, enter its description.

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Then, you can populate the group by creating new cash equivalents or by using drag and drop of existing cash equivalents.