Understanding Your Cash Picture with the Cash Manager
Once your initial setup is complete, Cash Manager begins turning the information you entered into a broader view of your business cash. In this video, we review how cash accounts, upcoming bills, expected receivables, and reserves work together across the Cash Manager screens. You’ll see how the current cash position connects to future projections and how extending the projection can reveal a potential cash shortfall before it happens. This gives you time to recognize what may be changing and consider what adjustments may be needed before the business reaches that point.
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