Enabling Support for Custom Transactions

If there are custom transactions that need to be included in the Cash 360 forecast, an administrator must do the following steps to enable support for these custom transactions.

Omit these steps if you do not have custom transactions to include in the cash forecast.

To enable support for custom transactions:

Go to Customization > Lists, Records & Fields > Transaction Types.
Click the transaction name to edit it.
On the Statuses tab, check the Posting box.

Note:
If there are transaction statuses listed, make sure you check the Posting box for each transaction status line.
On the Permissions tab, select Cash 360 – Service Role and set View as its permission level.
Click Add.
Click Save.

To enable support for custom transactions:

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