Home Guides Boards How can I add Cash Flow to my task?

This feature is only available for Professional and Enterprise users.

The first step is to click on the task. A side bar will appear.



The next step is to click on the “+” icon in the top right corner.



Choose “Cash Flow” from the list that appears.



To add Cash Flow, click on the “ADD NEW CASH FLOW” field.



After you have clicked on this field, you will be given the option to add the amount, date, type and description of the cash flow. If you scroll down in the sidebar, you will see that you can also add documents and labels related to the cash flow.

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