Company Level Cash Flow and Roll up Cashflow Properties

You can access the Company level Roll up Cashflow Properties window in two ways:

  1. Company level Cash Flow log
    1. Select a Roll up Cashflow curve.
    2. Click the gear menu and select Properties.
  2. Company level Roll up Cashflow curve worksheet
    1. Select a Roll up Cashflow curve.
    2. Double-click to open the selected Roll up Cashflow curve worksheet.
    3. Click the Snapshot menu and select Properties to open the Roll up Cashflow Properties window as shown below.
    4. Proceed to complete the fields in the Roll up Cashflow Properties window.

      The Data Sources block lists the available sources for you to select.

    5. When finished, click Save & Close. to add the new Company level Roll up Cashflow curve to the Cash Flow log.

This image displays the rollup cashflow properties window.


Last Published Wednesday, October 15, 2025