This article guides MDFM administrators on how to refresh cash flow data in the MDFM’s Data Sets when new source data is available, ensuring accounts remain connected and reports accurately reflect the most recent information.
Refresh Cash Flow Data Walkthrough
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Step-by-Step Instructions
- Click Admin within the MDFM.
- Click Data Sets.
- There should be a Refresh icon within Actions for the Cash Flow data set. Select this icon to refresh your Cash Flow data after uploading a new Trial Balance.
Note: Right click on "Cash Flow Statement" in the left side bar and select Refresh Data Set for a quick refresh.
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