How to add a cash flow movement?
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To add a cash flow movement, please follow the steps below:
- Go to the Finance module. Then, click on Forecast.
- Click on the “Add a cash flow movement” button.
- A new window will appear. In the appropriate fields, enter the amount, determine the start date, write a comment if needed, choose the type of movement (expense or income), and finally, select the frequency (1 week, 2 weeks, 1 month, 2 months, 3 months, etc.).
- Click Save to store your data.