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Common Editing Tools

Common Editing Tools Helm has a number of tools to help edit and visualize your cash plan transactions. 

Please note: this article will be updated shortly to reflect product feature updates. These editing tools are still relevant, but we have added more!

While Helm automates a great deal of the cash flow forecasting process, we still believe that our users should have the option to change each data point. There are several different ways that you can filter and change information within Helm. These include:

  1. Searching
  2. Filtering
  3. Bulk Editing
  4. Inline Editing
  5. Date Pickers
  6. Quick Editing