Advanced Cashflow Settings allowing more control of your 3-Way Forecasts.


New: Cashflow Settings

Extending on the existing financial settings we now have the Cashflow menu with settings for greater control of 3-Way Forecasting. This new menu is a complete redesign of the desktop equivalent "Cashflow Settings", but now with powerful search and filter options and a more obvious way to edit multiple accounts together. For details see the help article - Cashflow


Fix: Custom Template Criteria

In some cases where a report has been customised in the report designer and then added to a Bundle the criteria would lose the "Include KPIs" option in the report criteria. This has been fixed and the criteria option returned for custom templates saved in a bundle. 


Fix: The Invisible Accountant Bank & Trade Accounts

Some users reported difficulties saving changes in the Bank & Trade Accounts menu. This issue has been resolved.