Transfer Cash Flow Lines dialog

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Warning

Product support for the Creative Solutions Accounting platform ended on September 30, 2020.

Help & How-To Center content for the Creative Solutions Accounting platform may be outdated and is used at your own risk.

Engagement CS

Because Engagement CS gives you the flexibility to customize your cash flow lines in the cash flow worksheet, you can also transfer those lines from one engagement client to another from within the application.

Choose Setup > Cash Flow Worksheet > Transfer Cash Flow Lines and select the engagement client from which to transfer cash flow lines. Click Yes in the verification dialog to complete the transfer process.

The following items are replaced and removed during the cash flow line transfer:

  • Cash flow line descriptions are removed.
  • All existing codes are replaced.
  • All amounts that were previously analyzed are removed.

Notes

  • No amounts are transferred during the transfer.
  • You cannot transfer cash flow lines to another client if a cash flow worksheet has not yet been created for that engagement client.

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