Our EstateMaster CC report changed after a new project cash flow was exported. Why did the consolidation pick it up?
Inspect whether the consolidation uses “Use Latest” or “Use Fixed”. Use Latest selects the newest stored version for an identical Cash Flow Title. Use Fixed keeps the currently selected cash flows instead of automatically taking later exports.
See the steps and a follow-up question
- Check the consolidation’s version-selection setting.
- Compare the selected version for each project with the reporting set you intended to use.
- For a fixed reporting set, deliberately select and verify the required versions. Do not assume the latest export is the approved one.
What if I need an older version for just one project?
The documented workflow permits selecting a specific historical version of an individual cash flow. Verify the final selection across the portfolio before relying on the report.
Read the complete worked example