Adding Missing Transactions to Complete Your Cash History
A complete cash history makes it easier to understand how money has moved through your business from one period to the next. In this video, we add transactions that occurred while the initial Cash Manager setup was still being completed and review how those updates affect the Cash Summary. You’ll also see the difference between transactions that are truly missing and bills, receivables, or recurring activity that simply have not happened yet. This helps you build a more accurate transaction history without recording activity before it actually occurs.
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