Request a Demo

Month: September 2018

Cashbook Vlog Series – Episode 26

Episode #026 David Rushe, Global Pre-sales Manager, is at Inforum 2018. David discusses why you should come meet Cashbook at stand #938. Cashbook are here for the 8th consecutive year. David talks about how Cashbook are really focused on the Healthcare sector this year, integrating with Lawson S3 and tailoring our products to meet specific problems such as splitting cash. 
Cashbook Vlog Series – Episode 25

Episode #025 Greg introduces Marian Shanahan, Finance Director at Cashbook. They discuss how Cashbook are hiring 4 new people to join the company, with 2 Technical Developer Java roles and 2 Financial Application Consultant roles on offer. Marian details the Cashbook company culture and what successful applicants can expect when they work at Cashbook. 
Robotic Process Automation in Finance

This article will explain in basic terms what Robotic Process Automation (RPA) technology is, and its role in the accounting industry. We will see how RPA has advanced to streamline current accounting processes, and what to expect from RPA technology in the future. What is Robotic Process Automation? When people hear the words ‘Robotics’ they immediately think of either physical robots or mechanical arms that complete manufacturing jobs in factories. ‘Robotics’ today stands for Robotic Process Automation, this is an evolving method of technology used to automate high volume repetitive […]
Cashbook v5.8 – New Features Revealed

Cashbook’s latest release, v5.8,  based on customer feedback and new technology research from our growing R&D team is now available. Below is a detailed summarization of what users can expect to find in our latest version. Categorize Reconciliation Items – we can classify reconciliation items into categories to help identify specific items. E.g. uncashed checks. We’ve added vendor, customer numbers and names into fields captured and linked journals. Aging history of both vendors and customers – this feature allows users to have a clear view of when people have paid […]
Cashbook launch Customer Success plan

Cashbook are pleased to announce that we have launched a new customer success plan in Sept 2018. We have been listening very carefully to our customers on our company visits this year. Cashbook has specifically designed our customer success plan around the great feedback we have received on these visits. We discovered some key issues, issues that we need to address in order to help improve our customer’s journey with Cashbook. The goal is to help our clients further streamline their financial processes, by achieving the most automation possible from […]
Cashbook Rising 2018: Preview

Directly after Inforum this year, Cashbook will be holding its second annual user conference, Cashbook Rising, on the 27-28th Sept in Washington D.C. This user event will be held at the infamous Watergate Hotel, and will be starting at 1pm. Cashbook Rising will see both our Cashbook users and partners coming together for two great days of training, education and networking on all things to do with Cashbook. This year we wanted to create a real learning environment, one that is designed to bring value to both you and to […]
Inforum 2018: Preview

Cashbook are very excited to be exhibiting at Inforum 2018 in Washington D.C. on Sept 24-27. This will be our eight successive year exhibiting and also our eight year as a Global Infor partner. Inforum is our flagship event each year, and we are really looking forward to the 2018 event. It really is a great environment to meet our existing customers, and also to meet new people who have a need for Cash Application automation. We have also developed a new game for our booth this year, where challengers […]
Cashbook Vlog Series – Episode 24

Episode #024 Greg chats to Haroon Panezai about his role as Partners and Projects Director at Cashbook. Haroon discusses how he is tasked with bringing projects in ‘on-time and on-budget’. Haroon also discusses the recent partner strategy that has seen Cashbook partner up with companies across Europe, Asia, North America and Latin America. 
Formica
Bridgestone
Sulzer
Nice Pak
Skiffy
Essentra
Live chat