Resources

Streamlining Your Bank Reconciliation Process with Automation Bank reconciliation is a critical process for any business, ensuring that the transactions recorded in your financial statements match those in your bank account. While essential, this task can be time-consuming and prone to errors, leading to potential financial discrepancies and wasted resources. ...

Services Consultant Brian Murphy and Implementations & Support Consultant Denise Mills from the Cashbook team paid a visit to Epiroc in Colorado last week. They had a great time meeting the team including Shelly Morine, Priscilla Garcia, Cindy Minch and Liza Tavares. Epiroc is a leading productivity partner for the natural ...

Understanding Collections Product Director Mike Burns explains the basics of collections. First of all, cash application is all about matching incoming customer payments with customer invoices and then trying to automate that as much as possible so that it correlates and they match. Therefore, we can close out the invoices ...

Did you see Greg’s video podcast with Business Spotlight? It was a great interview with CEO Greg Coulter and The Business Spotlight Series that gives watchers an insight into what Cashbook represents and the fantastic team we have built over the years. Tom O’Kelly asked Greg a series of questions ...

Cashbook attended the POWERUp 2024 conference in Fort Worth, Texas last week. The major event took place on May 20-23 at the Fort Worth Convention Center, Texas. The fantastic event involved the COMMON community gathering in-person for learning high quality IBM i education, networking with peers, industry experts, and solution providers, and growing together ...

Cash App, Deductions & Collections Automation Webinar on June 12th Join us on Wednesday the 12th of June at 9am US CDT / 3pm GMT for our webinar on cash app, deductions & collections automation. Business Development Director David Rushe will be discussing all things Cash App, Deductions and Collections. As ...

A Blast From the Past for Cashbook – 29 years ago…. Wow! Check out this Cashbook newsletter which was released from the team in Spring 1995….. How time flies when you’re having fun. It has been 29 years since this newsletter and we have come a long way and developed ...

Chadwicks Group Go-Live with Cashbook V6 Bank Reconciliation After a period of parallel testing, Chadwicks Group has officially gone live with Cashbook Limited’s latest V6 Bank Reconciliation solution. Business Development Director David Rushe made a special visit to the head office in Dublin this week to celebrate this milestone with ...

Cashbook’s Transition from Salesforce to HubSpot At Cashbook, we were initially drawn to Salesforce for its promises of efficiency, however over time we faced challenges with feature overload, complexities, and rising costs. This case study explores our decision in regards to streamlining operations and migrating from Salesforce to HubSpot with ...