Homepage - Add Widget For Cash Manager
Adding Cashflow manager view into the dashboard is a helpful view to have. It will not only promote the idea of using the cashflow manager but for those who use it, will start giving dashboard views on cash forecast, balances and risks as cashflow management is an active part of small business users sensitivity.
Hi community, this is an idea we've ben considering and can confirm is in development wth our product team now.
I'll share another update with more information on this once it's live!
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Lisa Turnbull Turnbull
commented
A feature or tool like this would be so helpful!
Alternative visualisations ideas, such as a side-by-side or overlaid graph line, so you can project cash flow forecasting forwards. -
Noel Jelsma
commented
Combine the invoices owed & bills to pay tiles into a single column chart tile, which gives a better visual representation of the immediate short term cashflow impact of the flow of cash in and out.
If this is not possible - then allow the ability to lock the vertical axis scale on these widgets, (or automatically synchronise the Y axis to each other) so they can be placed side by side and give a relative view of money in vs money out.
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Kate Mahony
commented
Widget that shows actual income and expense with projected income and expenses for a specified period.