Contact fund overview

It contains all the financial transactions of your accounting contact. So, from the contact's tab, you can view their cash flow, but also automatically update any balances they have with your accounting department.

Reviewing and receiving a fund report

In the fund overview you can get a detailed report by setting the time interval you want for the financial data. You can receive this report in printable PDF' format.

To download the PDF copy, follow the steps below:

• Select the"View contact" icon
• Scroll down to the"Cashier overview" section. The contact's cash status for the current year is automatically displayed.
• If you wish to view the fund for another period of time, please set the desired dates.
• Finally, click"Export to PDF"

Update contact for balance

From the main tab of the contact, you can automatically inform a contact about the cash status with your accounting department by selecting the action"Send account transaction by email"