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Cash Manager
Module 1 - Welcome to Cash Manager
Introduction to Cash Manager (1:17)
Course Outline
Earn CPD or CPE points
Alert
Module 2 - The Importance of Cash Management
Why is cash management so important? (1:05)
The impact of cash mismanagement and how to turn it around (1:03)
Module 3 - Dashboard
Getting started with the Cash Manager dashboard (0:21)
Navigating to the Dashboard (0:33)
How to use the Cash Manager Dashboard (9:06)
Module summary (0:12)
Quiz Q1 - Q2
Quiz Q3 - Q5
Module 4 - Invoices due and Bills due
Getting started with Invoices and Bills (0:27)
Navigating to Invoices and Bills (0:21)
How to use Invoices Due (6:06)
How to use Bills Due (2:16)
Module Summary (0:13)
Quiz
Module 5 - Recurring and Non-Recurring Cash
Getting Started with Recurring and Non-Recurring Cash (0:38)
Navigating to Recurring and Non-Recurring Cash (0:22)
Recurring Cash (7:24)
Non-Recurring Cash (1:49)
Module Summary (0:24)
Quiz
Module 5 - Putting it all together
How can we use the Cash Manager tool? (0:15)
Putting it all together: Use cases for Cash Manager (3:46)
Including Cash Manager in Reports (1:24)
Module Summary (0:22)
Quiz
Conclusion to Cash Manager
Course Summary (0:36)
Resources
Let us know what you think! (0:20)
Putting it all together: Use cases for Cash Manager
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