Cash Trending Chart
The Cash Trending chart shows period-by-period trends for deposits, disbursements, and ending cash balance for the current fiscal year.
To display the actual amount for a specific data point, hover over that data point with the mouse pointer.
Filter Options
Use the filter lists on the left side of the dashboard to focus the chart on...
- Cash amounts for a specific company (if your firm has multiple companies in Costpoint)
- Cash amounts associated with one or more specific organization codes. Use the
icon at the top of the
Org filter list to display organization codes for all levels of the organization structure or only the organization codes for a specific level.
You can also focus on a single cash account by clicking the row for the account in the Cash Account Details table.