Certinia (FinancialForce) Cash Management
- July 13, 2023 - 1:00 PM
Cash Management is one of the most important, yet often neglected aspects of a business. Having proper checks and balances in place is critical to the financial health and potential of any business.
With Cash Management in FinancialForce, you can monitor cash inflows and outflows across numerous bank accounts and ensure that cash balances are always correct and ready for reconciliation across all currencies. FinancialForce offers a number of ways that can assist you in efficiently handling your cash flow – automating your reconciliation process, using dashboards to track or forecast cash flow, accessing information from any device, and more.
Join our FinancialForce expert Manish Maid and learn how Cash Management allows you to get visibility into where your money is going, understand your profitability, and manage your cash flow with ease. We will walk you through the fundamentals of Cash Management and how it can help you improve cash flow control to run your business more efficiently.
Key takeaways:
- Cash Management workspace
- Cash Entries
- Matching Cash Entries
- Bank Accounts in FFA
- Plaid Integration
- Bank Reconciliation
Who should attend:
- Executive Directors
- Chief Executive Officers (CEOs)
- Chief Marketing Officers (CMOs)
- Chief Technology Officers (CTOs)
- Chief Information Officers (CIOs)
- Chief Financial Officers (CFOs)
- IT Directors
- FinancialForce Superusers
- FinancialForce Administrators
- Database Specialists
- Marketing Directors
- Membership Directors
Speaker
Manish Maid
Project Manager, AblyPro
Manish Maid is a FinancialForce Project Manager at AblyPro with deep technical expertise in handling Enterprise Resource Planning software for optimizing Financial Management, Account Receivables, Account Payables, and other finance functions. With over 25 years of experience in training, implementation, business accounts and operations management, Manish enables organizations to simplify and streamline accounting complexities to optimize business processes while improving operational efficiency and boosting customer satisfaction.
About AblyPro
AblyPro is a registered FinancialForce Implementation and Managed Services partner. We pride ourselves on having the right set of skills, expertise, and experience to empower your business to digitally strive in this ever-changing landscape. With 300+ certified experts handling custom business requirements across multiple industries, we are fully equipped to elevate your business growth by building reliable, sensible, and usable PSA and ERP solutions specific to your needs. Schedule a free 1:1 meeting with one of our FinancialForce Experts
