Recording individual notes against a customer invoice in Cash Manager
To record individual notes against a customer invoice, simply right-click an invoice and enter a note as well as a revised due date for payment.
Restricting information from users in Cash Manager
You can set permission to block users from the following areas: Debtor Invoice Manager Creditor Invoice Manager Budgets Cashflow Forecasting Admin Menu Exporting Data This is under SETTINGS in Cash Manager Desktop version
Viewing sent emails to Customers in Cash Manager
After sending emails to Customers, you may ask the question "Can you view the sent emails anywhere?" The answer is no. Cash Manager is not connected to Outlook at all - it will only send emails via the clients email server. One way around this is ...
User licencing for Cash Manager
The licence for Cash Manager is an unlimited licence
Requirements to run Cash Manager
Windows Installer 3.1 or later Microsoft .NET Framework 4.0 or later Microsoft SQL Server 2008 or later + login details Valid Cash Manager license file Rights to install software Email Server Settings (hostname, port, authentication details) Note – ...
Budget revisions within Cash Manager
You can have as many Budget revisions as you want, and then choose what budget revision to generate your cashflow forecast from. You can also create budget revisions using up to date information. See budgets and cash flow manual for more information