If you need to upload a cash flow to one of your holdings, you are easily able to do so through the Holdings or Cash Flows page in Arch.
Steps
Navigate to the Holdings tab on the left hand side of your portal
Click on the relevant holding name for the new cash flow
Navigate to the Cash Flows tab at the top of your screen
Click on the dollar bill icon with the plus sign
Once on the New Cash Flow page, you will have the option to add multiple cash flows or one cash flow
To add multiple, click on the blue Add Multiple button in the top left corner
For a single cash flow, fill out the required details (Entity Name, Cash Flow type, Amount, and Due Date for Capital Calls and Distributions) on the New Cash Flow page
After filling in the required information, you will be able to break out cash flow type even further by clicking the box titled Specify Allocation Breakdown
Next add any supporting documents or notes needed
Lastly, click Save and your cash flow will be added to Arch!
