Getting started
Edited
This feature is currently only limited to Xero connections.
You can now view all your bank balances from all our entities in one place with our Cash Management app and easily export the data to a spreadsheet.
Bank Transactions
You can also view the bank transactions for each bank account for any date range older than January 1st 2023 due to limitation with Xero.
Metrics
Using the 'Edit Metrics' option will also allow you to edit the liquidity data that you can view across the header. From here you can choose up to five metrics to view at any one time.
