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.
CashFlowTool.com sends out daily digests when there is new activity on your cash activity feed and shows when there are new posts or comments added. You can disable daily notification by updating your 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 notifing 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