Financial reports and closing · Guide 200 of 624

Customise the cash flow report

You can change how accounts are grouped in the RockifyERP cash flow report so it matches how your accountant presents it.

How to do it in RockifyERP

  1. Open the account you want to classify.
  2. Set its account type and parent so it falls in the right cash flow activity.
  3. For custom layouts, use a financial report template for the cash flow.

Tip: Ask your accountant to confirm the mapping once. It rarely needs changing again.

Need more help with RockifyERP?

Can’t find what you’re looking for? The RockifyERP support team can walk you through it. Contact RockifyERP support.

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