Are you ready to revolutionize the way you manage your cash? Brace yourselves because our Cash Manager is leveling up, and the enhancements are mind-blowing! Let's take a look.
Say hello to a sleeker, more intuitive UI! π
We've overhauled our interface to make navigating Cash Manager a breeze. With a stunning new side panel and enhanced viewing options, you'll have all your cash insights at your fingertips. Plus, the new calendar view gives you a monthly snapshot of your cash movements like never before!
Pro tip π‘: Need to balance your sheets while waiting for transactions to pull through from your accounting provider? No sweat! Our manual balance adjustment feature has got you covered!
AI-driven adjustments for when customers pay π°
Wave goodbye to the guesswork of debtor payments! Cash Manager harnesses the power of AI to predict invoice payment dates based on your customers' history. And the best part? Our system keeps tabs on any adjustments you make, ensuring a seamless audit trail.
Auto-detect transactions π€―
Save time on forecasting your cash in- and outflows with Cash Manager's auto-detection tools. Cash Manager predicts incoming and outgoing cash based on your transaction history and patterns. Whether it's recurring product orders or monthly rent payments, our system does the heavy lifting for you!
Predict the likelihood of quotes becoming invoices β
No more manual guesswork! With our new quote functionality, Syft predicts the likelihood of quotes turning into invoices based on past conversion rates with your customers.
Group and filter your information exactly as you like it β€οΈ
Want to focus on a particular customer or supplier to ensure you know how they're impacting your cash flow? You can group and filter your cash data according to particular customers or suppliers in just a few clicks.
Better linkage with consolidations π€
Working with large consolidations and worried this will overcomplicate your cash flows? No stress. If you change a transaction in the underlying entity, the change will reflect in the consolidation AND vice versa. Everything is linked automatically so that you never have to worry about inaccurate cash flow forecasts for the group.
Closing thoughts π
With Cash Manager, you now have a true cash flow planning tool that puts you in the driver's seat of your cash management. With our latest AI transaction detection, improved UI design, grouping and filtering, quote-to-invoice conversion prediction, and linkage within consolidations, you have everything you need to manage your cash effectively.
We look forward to sharing the new and improved version of Cash Manager with you. Keep your eyes peeled for the release!