Hi. Does anyone know the specific name of the Cash Management/Cash to client Netsuite feature rolled out sometime in the last few releases? We are trying to find some information on it in the Help section to implement it but cannot figure out what on earth they called it
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Luis
12/01/2021, 10:02 PM
Is it related to Bank Reconciliation? If yes, you're probably looking for Automated Cash Application.
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Dawn
12/01/2021, 10:17 PM
Ah, thank you but no, it's more of tracking how much cash we have on hand from clients/customers.
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Karina
12/01/2021, 10:39 PM
Check out suiteapp called SuiteSuccess Software Workbook
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Rebecca
12/02/2021, 3:32 PM
you can to SA and look the the new release articles to help you find the feature.
Is it related to Required Deposits from customers?