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How To Enable the Running Balance Feature

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Written by Richard Pasquin
  1. From the side panel, click on your entity's name, and select Entity Settings.
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  2. Select the Calculation tab.


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  3. Enable the checkbox for Running Balances.
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  4. Click Save.


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  5. From the side panel, navigate to the Transactions page.
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  6. Click on the table icon next to the search button.
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  7. Click on the Columns tab and enable the checkbox for Running Balances.
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  8. Click Save Changes.
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