1. Go to the Control Panel > Balance Sheet Accounts > click on Import.
2. Click on the template file to download the sample template.
The sample template added with the new column of Classification for Cash Flow Statement
3. Classification of cash flow only required for :
- Non-bank Accounts
- Details Accounts
4. Next, import your excel template and the information will appear inside Financio as per below. You can see the Classification column for the non-bank accounts. You may proceed by clicking on import button.
5.After import process successfully done, you may view the account and shall see the classification field had been mapped.