Financing
You can say when a source's money arrives, and you know this is also what makes it count as received.
A cash-flow rule says **when** money moves. On a source it does two jobs at once, and the second is the one people discover late.
1. It puts the money into the cash flow plan at the right moment. 2. **It is what makes the source count as received** once that moment is in the past.
In the **Source Details** panel. It opens the **Set Cash Flow Rule** dialog.
Hang the money off **milestones** — the milestones come from the linked budget — or spread it over a **payment cycle**. A fund paying 40 / 40 / 20 against signature, start of shoot and delivery is three milestone entries.
The row now shows the cash-flow dot in the grid.
**A source's own rule stops being read the moment it has installments.** Received is then computed from the installments' rules instead.
So there are two working shapes, and mixing them achieves nothing:
| The source | Schedule | | ---------------------- | ------------------------------ | | arrives in one payment | a rule on the **source** | | arrives in stages | a rule on **each installment** |
An installment's rule is reached only through this same dialog — select the installment and press **Delete**, which opens it rather than deleting anything — see [add installments to a source](/kb/article/add-installments-to-a-source).
A source with no cash-flow rule contributes **nothing** to Received, and its Received cell is blank rather than 0% — blank meaning unscheduled.
This is the single most common reason a fully confirmed plan shows nothing received. If the rail's Received looks wrong, scan the cash-flow dots down the grid — see [what Received and Outstanding mean](/kb/article/what-received-and-outstanding-mean).
**Removing a rule.** Clear it in the dialog. The money stays; only its timing goes — and the source drops out of Received, because there is no longer a past date to compare against.
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