Editing a cash flow line item

You can edit cash flow line items.

Note: Ensure that full access is provided to the Cash Flows permission.

To edit a cash flow line item, 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 three-dots and select Line Items.

7.

On the Cashflow Line Items page, click Edit for the line item that you want to update.

8.

In the Update Cashflow Line Item dialog box, update the required details.

9.

Click Update.

A confirmation message is displayed.

10.

Click Confirm.

A success message is displayed indicating that the line item is updated successfully.

On the Cash Flows page, the updated line item values are displayed on the cash flow.