Capture Income and Expense FlexCards and Related Components

The Capture Income and Expense OmniStudio components display a client or accounts cash flow summary of income and expenses.

Available in: Lightning Experience

Available in: Professional, Enterprise, and Unlimited Editions

The OmniScripts depend on embedded FlexCards, child OmniScripts, Integration Procedures, and DataRaptors to perform their functions.

For detailed steps on how to version, clone, edit, and activate components, see the OmniStudio documentation.

Cash Flow Party Income and Expense FlexCards
The cash flow FlexCards show cash flow summary, graph, and income and expenses.
OmniScripts for Cash Flow FlexCards
Use OmniScripts to add party expenses and income to a person account, household account, or party relationship group record.
Integration Procedures for Cash Flow Income FlexCards and OmniScripts
The Cash Flow FlexCards depend on these Integration Procedures.
Data Mappers for Income and Expense FlexCards and OmniScripts
The Cash Flow FlexCards and OmniScripts depend on these Data Mappers.

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