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Quick Edit Menus

Helm's quick edit menus provide access to specialized cash planning tools on the fly. 

There are areas within each cash flow forecast that require different tools. Starting cash and credit balances, for instance, need different treatment within the cash plan relative to future-looking estimates.

Handling these various methods is made seamless and easy using Helm's quick edit menus. These can be accessed anywhere you see "three dots."

Clicking the dots opens up the quick edit menu, and from there, you can use all the tools that have been made available.