Capture Actual Cashflow

In the Actual Cashflow tab, you can add and manage actual cashflows for all the instruments.

To modify a cashflow, follow the below steps:

1. Click on Add Cashflow button in the top right corner of the panel.

2. The fields will be activated. Provide the transaction details. Click the Check button to save the cashflow details.

3. The added cashflow will be displayed in the Actual Cashflow Panel.

4. To edit a cashflow, click the Edit () button in the Action column. Update all the mandatory details and click the Check () button to save the details.

5. To delete a cashflow, click the Delete () button in the Action column. The delete window is displayed. Click OK to delete the cashflow details.

View History

To view the history of an actual cashflow, follow the below steps:

1. Click on the View History () button the Action Column.  

2. A new window is displayed with the cashflow history.