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News and Views from the Cashbook team

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 […]
Poland introduces VAT split payments on 1st July 2018

In the European Union (EU) member countries lose billions of Euros worth of Value Added Tax (VAT) each year due to VAT fraud, VAT non-compliance and dated VAT collection processes. A solution for this issue has been sought for quite some time. Some EU countries have been introducing measures to reduce the VAT gap (expected VAT vs collected VAT) and make their systems more fraud-proof. Poland’s President has recently signed a bill into law, which will see a major change to their VAT payment structure from the 1st July 2018. […]
Cash Application Automation in Africa – Margreet’s Journey

Cashbook are a global company with customers in over 25 countries, and all major continents that use our Cash Application Automation products. Cashbook already have a presence in Africa with customers in both Egypt and South Africa. The latest country in Africa to be added to that growing list is Zambia. Margreet Peverelli, Cashbook Global Account Manager, recently embarked on an exciting week-long trip to Africa that saw her visit both new and existing customers of Cashbook in South Africa and Zambia. South Africa Margreet’s first stop in South Africa […]
Introducing Andrew Pearce in Business Development Role

Cashbook are pleased to introduce Andrew Pearce as a new member of our team. Andrew is joining Cashbook with immediate effect in a new Business Development role based in the United Kingdom. Andrew has been involved in IT throughout his diverse career with the development and implementation of IT systems and websites, both as a user and a developer. This has included systems for Accounting & Forecasting, Audit & Investigations, and promotional websites. In addition, Andrew is involved in several start-ups that are being nurtured at present. Andrew also has […]
Introducing Ron Smith in Business Development Role

Cashbook are pleased to introduce Ron Smith as a new member of our team. Ron is joining Cashbook with immediate effect in a new Business Development role based in the US. Ron Smith is a well-known IBMi ERP consultant, who resides in the Southeast of the United States. Living near Charlotte in North Carolina, Ron has over 40 years’ experience in the consulting industry. Ron has a vast experience behind him that started off with MAPICS/XA in 1979, then with BPCS/LX in 1989, and System 21 in 2010. Ron also […]
New Cashbook Partner Strategy

We have recently developed a new Cashbook Partner strategy that has been set in motion from 26th March 2018. This partner strategy has transformed how Cashbook team up with companies and individuals that are interested in re-selling our Cash Application automation products. Cashbook’s products include the three core functions of Cash Application, Accounts Payable, and Bank Reconciliation automation. Cashbook also sells other useful tools such as OCR Lockbox, Deductions, and Email Remittance automation. Cashbook have been an Infor partner since 2010. Cashbook has customers in over 25 countries across the […]
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