Editing a cash flow on a property
You can modify and update a cash flow's name and description.
Note: Ensure that full access is provided to the Cash Flows permission.
To edit a cash flow, perform the following steps.
1. | At the top-left of the page, click Portfolio. |
2. | On the Portfolio page, click Deal ID or View for the deal that you want to update. |
3. | On the left navigation menu, click Property. |
4. | On the Property page, click View for the property that you want. |
5. | In the left navigation menu, click Cash Flows. |
6. | On the Cash Flows page, click Edit ![]() |
Note: To view cash flow details, click Information .
7. | In the Edit Cash Flow dialog box, update the required details. |
8. | Click Submit. |
A success message is displayed indicating that the cash flow is updated successfully.