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Cash Manager
Module 1 - Welcome to Cash Manager
Introduction to Cash Manager (2:31)
J's Cupcake Company Example (1:41)
Course Outline
Earn CPD or CPE points
Module 2 - The Importance of Cash Management
Why is cash management so important? (1:30)
The impact of cash mismanagement and how to turn it around (1:54)
Module 3 - Dashboard
Getting started with the Cash Manager dashboard (0:25)
Navigating to the Dashboard (0:35)
How to use the Cash Manager Dashboard (10:55)
Options (4:39)
Add cash (3:33)
Module summary (0:20)
Quiz
Module 4 - Cash In
Getting started with Cash In (0:29)
Navigating to Cash In (0:45)
How to use Invoices (7:29)
How to use Quotes (3:02)
Recurring Invoices (4:02)
Once-Off Invoices (1:33)
Hierarchy of adjustments (3:02)
Customer View (3:41)
Module Summary (0:37)
Quiz
Module 5 - Cash Out
Introduction to Cash Out (0:32)
Navigating to Cash Out (0:36)
Bills (2:55)
Recurring bills (2:17)
Once-off bills (1:50)
Supplier View (3:35)
Module summary (0:22)
Quiz
Module 6 - Putting it all together
How can we use the Cash Manager tool? (0:24)
Putting it all together: Use cases for Cash Manager (6:41)
Including Cash Manager in Reports (8:32)
Module Summary (0:28)
Quiz
Conclusion to Cash Manager
Course Summary (0:40)
Resources
Let us know what you think! (0:20)
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