Cash plans - switching between cash plans

The cash plan you need

Intro Adding Cloning Editing Deleting Switching between cash plans Sharing a cash plan Backing up/restoring Deleting old information Auto-fill lists

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The cash plan you need

Switching between cash plans

To switch to any other cash plan, start by clicking on the Cash Plans button.

If the backup reminder option is turned on, in the Backup Reminder message box, either click on the Yes button to take a backup of the open cash plan or click on the No button.

In the Cash Plans window either double-click on the plan being opened, or:

Select the plan being opened, and
Click on the Open button.

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