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Integrate Cash Manager with your favorite calendar tools - and more πŸš€
Integrate Cash Manager with your favorite calendar tools - and more πŸš€

Integrate Cash Manager with your calendar tools and enjoy a new way to adjust invoices, import quotes, work with overdrafts and drill down.

Alex avatar
Written by Alex
Updated over a month ago

Cash is the lifeblood of any business. That's why we have invested so much time and thought into our Cash Manager tool. Over the past few months, we've overhauled Cash Manager to improve your short and long term cash flow forecasting capabilities. And this week, we are proud to introduce a host of other enhancements to make managing cash a simpler and more integrated experience.

Our latest updates give you the ability to integrate the Cash Manager calendar view with your favorite calendar tools. Plus, we've streamlined the adjustment process for invoices and bills, added the ability to import quotes and draft invoices from your underlying providers, revamped our overdraft limit, and given you the ability to drill down into cash flow predictions to see where these come from. Read on to learn how to manage your cash seamlessly with Syft's latest tools.

Integrate your calendar with Syft πŸ“†

Tired of revisiting Cash Manager every day to see when you can expect new in- or outflows of cash? No worries. With our new integration, you can sync Syft to your Google, Apple or Microsoft Outlook Calendar so now you'll be notified about expected cash in- or outflows alongside your usual calendar events.

To access this feature, navigate to Cash Manager -> Overview. You will see that at the far right-hand side of your screen, there's a button that says "Integrate calendar." If you click on that, you'll be prompted to connect Cash Manager to your calendar software. Simply copy the link provided and you'll see a calendar event download and your cash flow information will be connected to your calendar. Now, whenever you consult your calendar, you'll be able to see when you can expect cash to be flowing out of your business.

Note πŸ“: The syncing time will depend on the particular calendar that you have connected. So, there may be a slight delay in connection depending on your calendar of choice.

Which plan offers this integration?

This integration is available on the Advanced plan. For more about plans, visit our pricing page.

Adjust invoices and bills with ease 😏

Adjusting your invoices just became much easier. Once in the Invoices section under Cash In, hover over the date of the invoice you'd like to amend and then click on that date. You'll then see a little hover menu with the following options:

  • Increase by/decrease by

  • 7 days / 30 days / custom

  • Delete (dustbin icon)

Once you've made the relevant selections, click "Apply" and presto, your invoice has been adjusted!

Pro tip πŸ’‘: The same principle can be applied to bills under the Cash Out section!

Include draft invoices automatically πŸš€

If you've created draft invoices in your underlying provider, these will now pull through on Syft. You'll know that these are drafts because they will be tagged as such. You can then choose whether to include or exclude them from the Cash Manager calculations.

View quotes from your accounting provider βœ…

This is one of the most highly anticipated features in Cash Manager - the ability to include quotes from your underlying accounting software in cash flow forecasts. Now, any quotes that you have on Xero, QuickBooks Online, or Sage will pull through to the Quotes sub-tab under Cash In.

You choose which quotes you would like to include in Cash Manager's calculations, find all the relevant details of the quote and include the conversion rate for that customer, which will then reflect as a neat color-coded graph. You can arrange your view according to total value, average conversion, or expiration by using the tiles above the table. You can also group the table by customer and toggle between a current view and a view of expired quotes.

Note πŸ“: This feature is available on the Advanced plan for customers using Xero, QuickBooks Online or Sage.

Enjoy a revamped overdraft limit 😌

If you're on the Plus and Advanced plans, you can see whether your expected cash flow is negative but within your overdraft facility or whether it is exceeding your overdraft. To see this, navigate to Overview and select Balance from the drop-down menu above the graph.

How to tell how you're faring? It's simple:

  • If your graph line is green, that means that your cash is above 0.

  • If the line is orange, that means that your cash is negative but still within the overdraft.

  • If the line is red, your cash is negative and exceeds your overdraft.

You'll also see that the overdraft limit is indicated by a tag on the left-hand side of the graph.

Unlock insights with prediction drill-down ✨

One of the most exciting new additions to Cash Manager is the ability to use drill-down on AI-generated predictions. What does this mean? Within Recurring for Cash In or Cash Out, if you hover over the prediction tag, you are prompted to click and you can see the transactions that contribute to the prediction. This means you can see exactly where the predictions come from and unlock a greater understanding of your cash projections.

Closing thoughts πŸ’­

With the latest enhancements to Cash Manager, it's now much easier to manage your cash. From adding expected in- and outflows to your calendar to help you keep track of your cash in the midst of your busy day to a new seamless way to adjust invoices and bills to greater visibility of your overdraft limit, we've got you covered. Moreover, with the ability to view draft invoices and quotes and drill down into the makeup of Syft's AI predictions, you now have the full picture of your expected cash flow and are equipped to manage your cash like a pro.

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