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By creating groups (folders) for related cash flow items, you can create a hierarchy structure. The number of levels is virtually unlimited.
The toolbar buttons
To add a new cash flow item, click the Create button on the toolbar. For details, refer to Adding a Cash Flow Item. For description of other buttons, refer to List toolbar.
To view or edit an existing cash flow item, double-click the line with the cash flow item in the list.
As the list is populated, you can change its display settings. Click More actions on the toolbar and select Configure list. For more information on the list settings, see Working with the item list.
Click the Create group button to create groups (folder) for cash flow items.
Creating a Group of Cash Flow Items
In the Cash Flow Items (create folder) form, to create a group, enter its description.
The Cash Flow Items (create folder) form
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Then, you can populate the group by creating new cash flow items or by using drag and drop of existing cash flow items.
See also
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