Cashflow

Income and expenses for a client.

Field Label	API Name	Type	Notes
Actual Amount	cloupra__Actual_Amount__c	Formula (Currency)	IF(cloupra__Cashflow_Type__r.cloupra__Code__c = 'EXPENSE' && cloupra__Initial_Amount__c > -1, cloupra__Initial_Amount__c*-1, cloupra__Initial_Amount__c)
Annual Actual Amount	cloupra__Annual_Actual_Amount__c	Formula (Currency)	/* Calculates the cashflow annual amount based on the cashflow frequency entered. */ CASE(TEXT( cloupra__Cashflow_Frequency__c ), 'Weekly', cloupra__Actual_Amount__c * 52, 'Fortnightly', cloupra__Actual_Amount__c * 26, 'Monthly', cloupra__Actual_Amount__c * 12, 'Quarterly', cloupra__Actual_Amount__c * 4, 'Half-Yearly', cloupra__Actual_Amount__c * 2, 'Yearly', cloupra__Actual_Amount__c , cloupra__Actual_Amount__c )
Asset/Liability	cloupra__Asset_Liability__c	Lookup (Cloupra__Portfolio_Holding__C)
Batch	cloupra__Batch__c	Lookup (Cloupra__Batch__C)
Cashflow Annual Amount	cloupra__Cashflow_Annual_Amount__c	Formula (Currency)	Help text: The annualised cashflow amount, based on the cashflow amount and the cashflow  frequency. Formula: /* Calculates the cashflow annual amount based on the cashflow frequency entered. */ CASE(TEXT( cloupra__Cashflow_Frequency__c  ),    'Weekly', cloupra__Initial_Amount__c * 52,    'Fortnightly', cloupra__Initial_Amount__c * 26,    'Monthly', cloupra__Initial_Amount__c * 12,    'Quarterly', cloupra__Initial_Amount__c * 4,    'Half-Yearly', cloupra__Initial_Amount__c * 2,    'Yearly', cloupra__Initial_Amount__c ,    cloupra__Initial_Amount__c )
Cashflow Category	cloupra__Cashflow_Category__c	Lookup (Cloupra__Category__C)	Required
Cashflow Frequency	cloupra__Cashflow_Frequency__c	Picklist (Weekly; Fortnightly; Monthly; Quarterly; Half-Yearly; Yearly)
Cashflow Number	Name	Text (80)	Required
Cashflow Type	cloupra__Cashflow_Type__c	Lookup (Cloupra__Category__C)	Required
Client	cloupra__Client__c	Lookup (Account)
Created By ID	CreatedById	Lookup (User)	Required
Created Date	CreatedDate	Datetime	Required
Deleted	IsDeleted	Checkbox	Required
Description	cloupra__Description__c	Text (255)
End Date	cloupra__End_Date__c	Date
External Id	cloupra__External_Id__c	Text (100)	Unique, External ID
Initial Amount	cloupra__Initial_Amount__c	Currency (8, 2)
Last Modified By ID	LastModifiedById	Lookup (User)	Required
Last Modified Date	LastModifiedDate	Datetime	Required
Last Referenced Date	LastReferencedDate	Datetime
Last Viewed Date	LastViewedDate	Datetime
Owner ID	OwnerId	Lookup (Group, User)	Required
Person	cloupra__Person__c	Lookup (Contact)
Primary Division	cloupra__Primary_Division__c	Lookup (Account)
Record ID	Id	Id (18)	Required
Start Date	cloupra__Start_Date__c	Date
System Modstamp	SystemModstamp	Datetime	Required