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Cash flow forecasting

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Bulk update payment/receivable/planning date

Summary: When scheduling payments, or updates receivable plans - the user often wants to update multiple invoices at once. If I have 10 bills that I want to pay on the same day, ability to check them off (like you can today) and schedule them all ...
Stella Rafaelidys about 2 years ago in Cash flow forecasting / Payments automation 2 Released

Cash planner: Bulk update dates

Problem statement: When reviewing payables & receivables in the cash planner there can be a large volume of late receivables or payables the user wants to schedule. It is very tedious to go through 1 by 1 and update the scheduled date. Solutio...
Stella Rafaelidys almost 2 years ago in Cash flow forecasting 1 Released

Control the forecast duration & address graph scale

Ability to control the CFF duration. Pain points: Want to see forecasted total amounts at week intervals With a longer time frame the graph can show "too" much, as the time frame extends the accuracy of the forecast declines. The ability to restri...
Stella Rafaelidys about 2 years ago in Cash flow forecasting 1 Released