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Adaptive Insights French

Creating a Cash Flow Statement Using Attributes (6m 11s)

This video will walk you through the steps to create a cash flow statement using attributes which will make the cash flow more dynamic so when new accounts are added to the GL structure, new accounts will automatically factor into the cash flow statement with minimal if any maintenance.  There's also an attachment on how to load Cash Flow initial balances.

The video covers: (6:11 Minutes):

  • Creating Custom Accounts
  • Creating Account Attributes
  • Tagging the Custom and Balance Sheet Accounts with the related Account Attributes
  • Adding Formulas to the Cash Flow Accounts
  • Beginning and Ending Cash Balance Accounts

How to Load Cash Flow Initial Balance.docx

The user interface might not match what you see in this video.

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