What are Expense Rows?
Once you've created your first Cashflow, you'll be presented with a number of rows within your Cashflow schedule.
(We've explained the rows and screen layout in more detail HERE).
Let's walk through your functionality for what we call Unbound Rows and General Ledger (Gl) Rows.
Unbound Rows
An Unbound row is a row that has no relation to a listed
expense account. These are ideal for infrequent expenses or income that aren’t
necessarily bound to an account.
An example of this is Expected Income/Expenses
where no Invoices have yet been drawn (allowing for extended forecasting).
To create an Unbound Row:
Right click a Row Header item, and select Add Unbound Row OR
1 - In the Ribbon, Forecast Data Tab, click New Row;
2 - Fill in the details of the Row and click Save;
3 - The row will appear at the top of the Expense Row area.
1 - In the Ribbon, Forecast Data Tab, click New Row;
2 - Fill in the details of the Row and click Save;
3 - The row will appear at the top of the Expense Row area.
General Ledger (GL) Rows
A GL Row is a row that is a representation of one or
more General Ledger Accounts and has a host more functionality to access than
an Unbound Row.
Hovering over a GL Row’s Header will display the
Account Codes of all linked GL Accounts
To Create a GL Row:
- In the Ribbon, Forecast Data Tab, click New GL Row;
- Fill in the details of the Row, including the GL Accounts it represents and
click Save;
- Note that GL Accounts already allocated in the Forecast are denoted by a
warning icon;
- The row will appear at the top of the Expense Row area.
Let's take a look at Working with Invoice Rows next, shall we?
Need more information?