The Cash Activity Feed provides you key facts about your business and keeps you and your team in the know.
Cards are divided into four main categories.
Alerts: Shows anomalies detected that you need to be aware of
As of today: Shows key facts as of the last time you updated. The data shown in these cards includes all of the data up until you last updated. For example, if you link on December 12, data in the cards will include everything up until December 12th.
Monthly: Displays a summary of your business from the last full month.
Quarterly: Displays a summary of your business from the last full quarter.
Keep your team up-to-date by adding new posts on your activity feed. When you add a post, everyone who has access to the feed will see your post.
You can also add comments to any post. Comments make it easy to ask questions, and let others know to take action.
Instantly see how your cash is trending for the month, and spot issues early. For the current month, and the next month, the cash flow calendar displays a heat map showing your high, medium, low and negative end of day cash balances.
Days in red indicate a shortfall in cash. Clicking on the day will show which transactions are impacting your cash balance, and allow you to take action and avoid costly mistakes.
Selecting a specific date will show you the top 5 incoming customer payments and top 5 outgoing vendor payments. While only the 5 top items are shown, the Final cash balance includes ALL transactions for the current day selected.
We have added two new features to make it easy to keep your team up-to-date.
Every time your financials are updated, you can choose to receive an email summary showing you key metrics about your business. This new feature replaces the original daily digest feature.
To receive email notifications, select Profile settings under your user name and check "Send me an email summary each time financials are updated."
Emails are sent to all invited team members who have this feature enabled when linking occurs manually or if you are using QuickBooks desktop and have automatic updates enabled.
CashFlowTool.com makes it easy to keep all team members up-to-date. Now when you add a new post or comment on the activity feed, you can choose to notify all of your team members. When checked, team members will be notified based on the preference that they set under their profile settings.
Invite other team members to join. People you invite will have full access to the cash activity feed, cash flow calendar, and documents.
CashFlowTool.com makes it easy to share documents with your team. When a new document is added, a document card is added to the cash activity feed notifying the team.
A one-time installation is required before you can link using QuickBooks for Desktop. Installation is quick and easy.
If using Chrome, install the Finagraph Chrome extension