The Cash Flow template page is the first to display when accessing cash flow templates. This page lists all existing templates on the account and controls for adding, modifying, copying and deleting templates are also available. A filter allows you to narrow your search for templates in case multiple templates exist for the account.
Fields and Buttons
The fields and buttons located on this page are:
- Filter Templates
- Name: Enter the name of the template(s) you want to filter for in this field.
- Status: Click this drop-down arrow to choose a status to filter templates by.
- Filter: Click this button to filter by the criteria you've entered.
- Cash Flow Templates
- Add: Click this button to add a cash flow template. For detailed steps, see Working with Cash Flow Templates.
- Copy: Select the check box next to the template you want to copy. Click this button to copy a cash flow template. For detailed steps, see Working with Cash Flow Templates.
- Delete: Select the check box next to the template you want to delete. Click this button to delete a cash flow template. For detailed steps, see Working with Cash Flow Templates.
- Edit: Click this link to modify the selected template. The edit functionality allows you to modify cash flow details as well as change the budget or schedule template the cash flow is based on. For detailed steps, see Working with Cash Flow Templates.