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 ,
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 ,
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


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