Cash Flow Manager - Filter Projected Cash In/Out and subtotals
In the Cash Flow Manager overview, include the option to filter based on the AI projection for 'cash in' including the overdue receivables. The AI projection is available on the 'cash in' tab, however, that tab doesn't include subtotals (like the overview tab does and this is very helpful) and also doesn't include the ability to filter by the AI projection. Both would be very helpful.
Liz Morrison
shared this idea
Hi Liz, thanks for raising this idea with us, Im happy to say you can actually filter the Type column to deselect the Predicted items as desired, however I need to get some more information from you around the subtotals in this section. I f you can be really clear on where you would want to see the subtotals so we will then be able to review the idea for the team.
