Cashbook were exhibiting at the HIMSS19 Healthcare conference for the first time this year. HIMSS19 was held in Orlando, Florida on 11-15th Feb. This is the largest healthcare and technology conference held in the United States. The main focus of the conference is education, innovation and collaboration among healthcare professionals. There are 800 educational sessions which are held, these cover 25 different topics throughout the event. Official attendance for HIMSS19 was 42,595 and consisted of the largest healthcare companies, innovation leaders, as well as 1,300 vendors providing innovative technology solutions […]

In November 2018, one of our long-standing customers, Portmeirion Group UK Ltd, upgraded to the latest Cashbook v5.8. Portmeirion is a ceramic manufacturer and distributor of tableware, homeware and gifts based in Stoke-on-Trent, England. They have been manufacturing pottery since 1960 and own established brands such as: Portmeirion, Spode, Royal Worcester, Pimpernel and Wax Lyrical. Portmeirion have been a Cashbook customer since 2012. Through their upgrade to Cashbook v5.8, Portmeirion have access to all new features of the latest release. These upgraded features will see Portmeirion benefit from increased levels of […]

In September, Cashbook were in Washington D.C. for a very special week of events – Inforum and Cashbook Rising. Inforum, which is our flagship event of the year and Cashbook Rising, which is our user and partner conference. As part of Cashbook Rising, we also organized a very special evening with the Irish Ambassador to the USA, Mr Daniel Mulhall, at the Irish Embassy. Inforum Starting off the week, over 7,000 people descended on the Walter E. Washington convention centre for Inforum 2018. The theme at Inforum this year was […]

Cashbook are delighted to welcome Rudi Lehmann to the Cashbook team. Rudi has joined the team in a business development role, based in Tucson, Arizona. His client network reaches to North, Central and South America. Rudi is a native Spanish speaker who also speaks both German and English. Rudi brings a great level of passion and detail to his work, as an experienced sales professional. Skilled in both retail and consulting roles, Rudi can see customer pain points and how technology can alleviate them. A great relationship builder, team player, […]

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’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 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 […]

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 […]