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How to Bulk Edit Cash Flows

This article will show you how to edit the Allocation Type of your Cash Flows in bulk

Updated over 11 months ago

Navigate to the Cash Flows tab on the left side of your screen. Then, select all of the Cash Flows that you wish to edit by checking their respective boxes in the left column of the Cash Flows table. Click the pencil icon in the top right of the Cash Flows table in order to edit.

Select the Cash Flow Allocation Types that you would like to Change To and click on Submit in order to save.

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