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Custom Headings on the Cash Up Snapshot.
Custom Headings on the Cash Up Snapshot.

This guide provides a straightforward process for customising headings in the Cash Up Snapshot feature .

Zoe Fuller avatar
Written by Zoe Fuller
Updated over a month ago


You can now create custom headings to replace the generic notes box. This enhancement allows you to tailor the information to better suit your needs, providing more clarity and making it easier to track important details specific to your cash up process.

To create your custom headings follow the step-by-step guide below.
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1. Click "Snapshot"

2. Click "Edit Snapshot Headings"

3. Click the "Heading Name" field to add a title, then add any default contents.

4. You can change the colour of the box by clicking on "Background Colour" bar. .

9. Click "Create"

10. If you would like to add and end date to this text box , then you can do this by entering an "Active until" date.

And press"Save".

15. Click this button.

You will see the new heading when you open the snapshot.


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