Cash 360 Dashboard

Note:

An administrator must give access to roles that will use the Cash 360 SuiteApp. When access is not given, the role has no permission to access the Cash 360 dashboard. For more information, see Giving a Role Access to Cash 360.

The Cash 360 dashboard lets you quickly view the cash forecast, total receivables, total payables, and total bank balance for your company. This dashboard also has links where you can access records, transactions, and reports. Aging summary pie charts are also available for accounts receivables and accounts payables.

All posting transactions that affect the accounts receivable and accounts payable, including installment transactions, are considered when displaying values in the Cash 360 tiles and in A/R and A/P aging summary pie charts.

The default display on Cash 360 dashboard is always based on the currently logged in user's subsidiary. To display data on the dashboard for another subsidiary, select the subsidiary on the upper right corner of the page.

Note:

Memorized transactions are not supported.

Read the following topics to know more about the dashboard.

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