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June 10, 2020
Question

Is it possible to email or print the new cashflow screen?

  • June 10, 2020
  • 1 reply
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1 reply

Angelyn_T
June 10, 2020

Hello, @cmdavies12.

 

If you're trying to print or mail the Monthly Cash Flow report, you can click on either on the envelope icon to mail it or the print icon beside the export icon to print the report.

 

  1. Click on Reports at the left pane, then select Monthly Cash Flow on the search field.
  2. Make the necessary customization from there. If you wish to email the report, click on the envelope icon and the print icon to print it.

 

If you're referring to the Business Snapshot report, you can export it by clicking on the export icon at the upper right corner of the page.

 

Let me know if you have any other questions or if you're referring to something else. I'm always here to help. Have a good day!