For clients it would be good to have a widget on the main dashboard showing each bank with its balance as of today with combined total balance underneath. perhaps with a forecast column beside the balances for the short term based on history. It would be a very small widget but give instant actual cash position.
For clients it would be good to have a widget on the main dashboard showing each bank with its balance as of today with combined total balance underneath. perhaps with a forecast column beside the balances for the short term based on history. It would be a very small widget but give instant actual cash position.