Cashbook Articles
This is a collection of Cashbook articles written by the team. Check back regularly for new articles about the platform, team and processes.
5 Ways to Streamline the Deductions Management Process
Efficient deductions management is crucial for maintaining healthy cash flow and profitability. We have highlighted 5 ways to streamline your deductions process.
Cash Application Best Practices – Pre and Post Implementation
Implementing a cash application system is a significant step toward enhancing your organization’s financial efficiency. To ensure a successful deployment and ongoing optimization, it’s essential to follow best practices both before and after implementation.
Streamlining Collections Communication with Cashbook’s Generate Correspondence Functionality
Effective communication is a cornerstone of successful collections. Inconsistent messaging can lead to confusion, inefficiencies, and delayed payments. With Cashbook’s Generate Correspondence functionality, streamlining collections communication can ensure a standardized, professional, and efficient approach to customer messaging.
Alternative to Cforia: Why Cashbook Stands Out
Businesses rely on powerful automation tools to optimize cash management and accounts receivable processes. Cashbook presents a seamless and enhanced alternative to Cforia, offering a broader suite of financial automation solutions that extend beyond receivables.
The Cashbook User Experience (UX) – Best In Class
Some of our peers have quite dated user interfaces. The work that the Cashbook team has done to our UI has helped us to leap-frog into a position of strength where the user experience is incredibly strong. A place where our users can be at their most productive and efficient. Find out more about the Cashbook UX in this article.
What are Dunning Letters? How to write them and best practices
Dunning Letters are essential tools for businesses to manage overdue payments and maintain healthy cash flow. These communications remind customers of outstanding balances and prompt them to take necessary actions. Crafting effective dunning letters can significantly reduce payment delays and enhance customer relationships.
Why Finance Teams struggle with Cash Application (and how to fix it)
Managing cash application can time consuming and complex process. This critical process involves matching incoming payments to the correct customer accounts and invoices, ensuring accurate financial records. However, several challenges can make cash application particularly difficult…
Finance Automation: More Than Just Cost Savings – it’s about Revenue Growth
Finance automation is often seen as a tool for cutting costs, but its impact goes beyond efficiency and labor savings. By automating financial processes, businesses can unlock new revenue opportunities, improve cash flow, and scale faster.
