Actions38
- Cashflow Asset Actions
- Cashflow Expenditure Actions
- Cashflow Hedge Actions
- Cashflow Income Actions
- Contract Actions
- Customer Actions
- Form Actions
- Household Actions
- Organization Actions
Cashflow Hedge → Create
AI-generatedSummary
Create a new cashflow hedge entry for a specified customer, setting required details like description and optionally including additional attributes such as hedge type, insurance company, payment cycle, value, and notes.
Inputs
- Customer Name or ID (required) — Select the customer to associate the cashflow hedge with from a loaded list or specify the ID via expression.
- Description (required) — Provide a textual description for the cashflow hedge entry.
- Additional Fields — Optionally set extra details including hedge type, insurance company, notes, payment cycle frequency, and the monetary value of the hedge.
Output shape
a single record
Returns the created cashflow hedge object reflecting the submitted data, including any defaulted or computed fields; no pagination applies.
Examples
Example 1: Add a monthly liability insurance cashflow hedge for a customer
Select customer by ID, provide description, set hedge type to 'liability_insurance', payment cycle to 'monthly', and specify a value amount.