Learn how to add your business cash accounts and current balances so you can begin building your Cash Manager Dashboard from where your business stands today.
Learn how to add upcoming bills so Cash Manager can begin showing how expected payments may affect your future cash position.
Learn how to add expected client payments so Cash Manager can include upcoming income in your projected cash position before the money is received.
Learn how to create reserves for future business needs and see how reserved cash changes the amount Cash Manager shows as available to use.
See how your accounts, bills, expected receivables, and reserves come together to show both your current cash position and where your cash may be headed.
