Cashflow

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Income and expenses for a client.

Standard Field Label & API Name

Type

Description

Id

Id

Id

Unique identifier for the cashflow.

 

Custom Field Label & API Name

Type

Description

Actual Amount

cloupra__Actual_Amount__c

Formula (Currency)

The amount based on the cashflow amount and frequency.

Annual Actual Amount

cloupra__Annual_Actual_Amount__c

Formula (Currency)

The annual amount based on the cashflow actual amount and frequency.

Batch

cloupra__Batch__c

Lookup (Batch)

Batch record used to insert or update the benefit.

Cashflow Annual Amount

cloupra__Cashflow_Annual_Amount__c

Formula (Currency)

The annual amount based on the cashflow amount and frequency.

Cashflow Category

cloupra__Cashflow_Category__c

Lookup (Category)

The category of the cashflow, dependent on Cashflow Type.

Cashflow Frequency

cloupra__Cashflow_Frequency__c

Picklist

The frequency of the cashflow.

Cashflow Type

cloupra__Cashflow_Type__c

Lookup (Category)

The type of cashflow, i.e. income or expense. Determines if the flow is negative or positive.

Client

cloupra__Client__c

Lookup (Account)

The client to whom the cashflow relates.

Description

cloupra__Description__c

Text (255)

Description of the cashflow.

Initial Amount

cloupra__Initial_Amount__c

Currency (8,2)

The amount of the cashflow or initial amount if there are multiple transactions.

Person

cloupra__Person__c

Lookup (Contact)

The person to whom the cashflow relates.

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