After you log on to the new CashManager OnLine, you will see your customizable Dashboard. The Dashboard has been redesigned to help you easily access financial information and perform tasks with greater efficiency. Your Dashboard gives you a snapshot view of your financial information.

Your financial snapshot includes:

  • Account balances and activity
  • Reports
  • Graphs and charts

Today's Business Dashboard

Widgets

All of the information is provided through widgets. Widgets are miniature applications that can be added to your Dashboard. For example, the Action Items widget shows items that require action including:
  • Messages or alerts
  • Transactions awaiting approval
  • Attributes or entitlements requiring approval
With the Action Items widget, you can:
  • Click the hyperlink and jump to a page to complete the requested action
  • Sort by any column
Note: Messages and alerts appear for all users, regardless of entitlements. Requests for approval depend on whether users are authorized as approvers, as well as their entitlements for specific accounts and functions.

Shortcuts

The Dashboard also provides shortcuts to your most common tasks, including:

Messages

Use this feature to send and receive secure messages. A notice will appear on your logon page when you have received a secure message.

Messages

Administration and Preferences

Administration and Preferences include:
  • Preferences – Alerts/Reminders, Account Preferences, Change Password and other options help you manage how you use and view CashManager OnLine.
  • Entitlements - From this area, your company administrator can set individual user entitlements and logon information.
  • Banks - Create and maintain a list of preferred banks.
  • Reports - Learn how to fax and email reports without logging on. Also use reports to set delivery times and destinations for reports.

Information Reporting

Use this shortcut to:
  • View current day and prior day balances and transaction details
  • Search for transactions
  • View statements
  • View images of cleared transactions
  • View reports
  • Export cleared transactions into a variety of formats

Payments

The Payments module organizes payments into ACH and wires. You can also use this module to import payments and run payment reports.

 

YOUR DASHBOARD