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News and Views from the Cashbook team

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 […]
Cashbook are attending the Spring Lawson User Groups

Cashbook are excited to be attending the upcoming Spring Lawson User groups that are happening across the United States. These events are focused on the Lawson S3 space in the Healthcare industry. Lawson S3 is an ERP system that Cashbook have really focused on over this past year. Cashbook signed a hugely exciting deal with a large customer from the Healthcare industry that are based in Virginia, USA. There are seven different hospitals which make up the healthcare group. The healthcare software system that is used by this hospital is […]
Canada changing payments landscape with ISO 20022

What is the ISO 20022? ISO 20022 is an international payment messaging standard that supports electronic payments. The global payments eco-system is changing drastically. The ISO 20022 standard is widely considered an essential component to modernizing the global payments infrastructure. The financial world is moving towards a unified system that will make it easier to transfer payments around the world. This change also allows for significantly more information, such as invoices, to travel together with electronic payments. The ISO standard enables solutions and technologies for business automation, including straight-through-processing (STP) […]
Cashbook – Healthcare, Epic, and Lawson S3

Cashbook are excited to announce a new customer in the Healthcare industry based in Virginia, USA. There are seven different hospitals that make up this healthcare group. The healthcare software system that is used by this hospital is Epic, and their ERP system is Lawson S3. The healthcare industry is a rapidly changing environment and running a collective of Hospitals requires flexibility in terms of cash flow management and reconciliation. Healthcare companies can receive cash from many different areas, such as over the counter cash, checks and credit cards that […]
2018 Cashbook Rising

Cashbook will be holding the 2nd annual Cashbook Rising on the 27-28th September 2018. This exciting event will be held at the iconic Watergate Hotel in the historic city of Washington D.C. Cashbook Rising will start at 1pm for lunch on Thurs 27th immediately after Inforum 2018 concludes, and it will finish at 12pm on Friday 28th. Cashbook Rising 2018 will be a very informative event, one where our users and partners will learn a lot more about Cashbook, the products, and the staff. Talks at our event will include: […]
Cashbook Sponsors Soccer Stars in New Zealand

New Zealand may not be going to the World Cup in Russia next year, but that did not hinder these dedicated players from winning the regional Soccer Seven’s tournament. The Cashbook sponsored team were victorious in the regional Soccer Seven’s tournament in Auckland, New Zealand. The organization and skills shown throughout the tournament by the team were a sight to behold. Playing with a tough Italian style defence, combined with an attack that resembled the great Brazilian teams of old. The Cashbook sponsored team managed to reach the final, where […]
RPA, Machine Learning, and Cashbook

As the years go by, there are frequent new developments in technology. These developments are typically for the better. They lead to further simplification of our daily lives, but more importantly make our jobs less complex in the world of business. These developments in technology along with human innovation, eventually disrupt the way business processes are conducted in organizations across the world. This is the same for various businesses in all types of industries. The current hot topics in the Financial Industry are –  Robotics Process Automation (RPA) and Machine […]
Cashbook Webinar – Leveraging Technology to Automate Cash Application

Cashbook recently took part in a webinar for the Treasury Careers website. This webinar focused on how technology is being leveraged to automate Cash Application, and to streamline cash flows within organizations. Greg Coulter, CEO Cashbook, was the featured speaker for the webinar. Greg detailed the features and benefits of automating your AP, AR, and Bank Reconciliation processes. Greg also discussed how companies worldwide are now embracing automation, and how better communication between business systems impacts the bottom line. We hope you enjoy it!
Cashbook v5.7 – New Features Revealed

At Cashbook there have been some huge developments in 2017. These new features have been bundled together into our latest release; Cashbook v5.7. Here’s a quick summary of the new features that you can expect to find in our latest version: New User Interface – it’s more of an airbrush than a re-model, it includes nicer styling, bigger fonts, and better space utilization. Notes Capability – now everywhere in the product with email capabilities. Aging – of Vendors and Customers. Ability to Add Attachments – now everywhere in the product. OCR Capabilities – […]
Cashbook’s newest customer – Ibnsina Pharma in Egypt

  Ibnsina Pharma are the newest customer of Cashbook, they are an Egyptian company who have their headquarters in Cairo, Egypt. In Egypt, Ibnsina Pharma act as a crucial link between suppliers and purchasers of pharmaceuticals and cosmetics. They serve over 35,000 customers nationwide including retail chains, independent pharmacies, wholesalers and institutional providers. Ibnsina have also developed a fast and efficient distribution model that produces high value for their suppliers, customers and their company. Ibnsina have over 40 different sites in Egypt that they have operations from. Ibnsina also have […]
1st North American Cashbook User Conference

On Wednesday 18th October 2017, Cashbook held our first North American User Conference in Chicago, USA. This event followed the inPower conference of XA & BPCS/LX users which finished the previous day. Due to business growth in North America, Cashbook have been looking to start a user event for a long time. We wanted to make it an event where we share our current developments and our customers could vote on product enhancements. We shared our latest version, v5.7, and highlighted new user screens and some new functionality around remittance […]
Cashbook Webinar Week – 6th November 2017

    Cashbook have 3 upcoming webinars on the week of 6th November 2017. These webinars will focus on how the Cashbook modules – Cash Application Automation, Bank Reconciliation Automation and Electronic Payments Automation integrate seamlessly with the XA, BPCS, and Lawson ERP systems. There is also a separate webinar on how Cashbook automate the MT940 Bank file process for its customers. Sign up below to see how Cashbook can save you time by automating your Cash Application process. Wednesday 8th November at 12pm EST – “Cashbook with XA and […]
China International Software Expo – Review

In September, Cashbook attended the 13th China International Software Expo (CIS Expo) in Nanjing, China. This was Cashbooks first time attending the four day event, it was hugely exciting going to Asia for a Software conference which attracts over 100,000 people annually. In China, Nanjing is known as the “Software City” and would share certain similarities with “Silicon Valley” in the United States. Nanjing is at the forefront of technology in China, they are constantly pushing the boundaries of what can be achieved with technology. At the CIS Expo there […]
Inforum 2017 – Review

In July, Cashbook packed up its brand-new exhibition stand and headed off to New York city, where we had an exciting and highly informative four days at the Inforum 2017 conference. Greg, Mary, David and Michael attended what was Cashbooks seventh consecutive Inforum as an Infor partner, and it was certainly our best one yet. We found the Inforum partner summit on the first day to be very informative, along with the exciting announcements by Infor of their new cloud-based artificial intelligence platform, Coleman, along with the new Infor Concierge and […]
The ‘Swiss Change’ – What is CAMT?

There is a significant financial shift happening in Switzerland right now, it is being referred to as ‘The Swiss change’. By 2018, all banks, software vendors, and individuals will have to adapt their payment systems. Credit transfers, direct debits and electronic payments will all need to use the same standards, languages, procedure and format to be compatible. That new format is called CAMT, and it will affect everyone in Switzerland. CAMT is short for cash management, the new bank statement formats are XML and will be compliant with the recent […]
Windy City Summit 2017

Cashbook are delighted to have attended the 31st Windy City Summit in Chicago on May 23–25, 2017. This was Cashbooks first time attending the Windy City summit, which is the leading Treasury and Cash Management conference in the region. It attracted industry experts and professionals who specialize in Treasury, Cash Application, Accounting, Insurance and Banking. These professionals came together with speakers, exhibitors and sponsors to learn new and innovative ways to address industry challenges, as well as explore the products and services on offer. Cashbook set up our Chicago office […]
UL Eagles – Season Review 2016/17

The UL Eagles have just completed their 2016/17 season in the Super League. Here’s our roundup: The season started brightly, with the Eagles losing by just one point to Belfast Star in the opening game. The second game, on home ground, brought their first win of the season against KUBS BC. This game also saw the debut of American Professional Zedric Sadler. The game plan of using two fast Pro Guards to control the pace of the game reaped some quick rewards. However, the absence of an inside presence was […]
Inforum 2017

Meet us at booth #169 at Inforum 2017 in New York from July 10-12! Cashbook are attending the Inforum conference in New York city July 10-12th 2017. This event will see over 7,000 people gather from all corners of the world to network, share, and learn through numerous events, education sessions, product demos and guest speakers from industry. Fourteen core industries are going to be represented at Inforum this year, with over five hundred Infor partners from around the globe conducting product demos and speaking with attendees. Our CEO Greg […]
Cashbook: 10 Fastest Growing Retail Solution Provider Companies

Cashbook has been recognized as one of the 10 Fastest Growing Retail Solution Provider Companies by InsightsSuccess. Greg Coulter, CEO, shared his views on the retail market and how Cashbook are using automation to introduce huge efficiencies and savings to Cashbooks retail clients by bringing together their banks and ERPs. The full article can be found here.  
Minister of Finance congratulates Cashbook on Insurance and Banking success

The Minister of Finance for Ireland, Michael Noonan, congratulated Greg Coulter and members of the Cashbook team on our recent expansion into the high-volume Insurance and Banking market. Cashbook have signed to provide our cash management and automation solution to one of Belgium’s largest insurance companies, certainly the largest insurance provider to Belgium’s public sector. Minister Noonan was apprised of Cashbooks position as an innovative fintech company with a global client base and an expanding geographic footprint. With Belgium definitely on everyone’s travel schedule, we’re hoping to bump into Minister […]
One Year In Chicago: US Operations Set to Grow

After a whirlwind first year of heading our US operations from Chicago, Mary O’Brien wants to grow the team in support, services and sales. “We’ve been in the USA since 1999 and our North American operations represent close to 50% of our business.   Cashbook’s software has evolved to fit the US marketplace, taking into account Lockbox’s, Lockbox Images, Decoupled Remittances, ACH’s, ACHCTX, Positive Payment files and check printing.  Having Mary heading operations from Chicago for the last year has really helped us coordinate projects and gives customers the support […]
Let’s go Eagles!

Our favourite basketball team has had a tough season but they remain undaunted. Still chasing an elusive “big win”, the UL Eagles came close on March 4th against UCD Marian where the Eagles led for most of the game. UCD found some extra energy reserves at the end to edge ahead with the final score at UCD Marian 87 – 77 UL Eagles. Top scorers for the UL Eagles were: Eoin Quigley 25, Patrick McCarthy 22, Seamus Hickey 12. With the last home game coming up this Saturday March 11th, […]
Answering the Challenge of Decoupled Payments

Any company managing payments and especially electronic remittances in the world today is likely dealing with the dilemma of decoupled payments. This is when a payment provider conducts two transactions to facilitate payment between payer and payee, versus enabling one direct payment between the two parties. While the format of decoupled payments has been widely adopted for its beneficial attributes, it can create a great deal of difficulty for accounts receivable departments and companies depending on accurate cash figures. What is the “decoupled payments” model? Most major payment providers, including […]
Can Global Manufacturers Achieve Automated Cash Application?

The continuing trend of globalisation affects many important aspects of global manufacturing, from supply chain operations and distribution logistics to workforce development and even cash application. Multinational organisations often must balance multiple bank accounts in different countries and manage demanding banking needs that result in high fees, added overhead costs and increased difficulty handling invoices. The choice to implement automated cash application software, however, can not only alleviate these issues but improve financial control and even customer service.   Global manufacturer Formica overcomes slow cash application processing The Formica Group, […]
Cashbook Software at the 2017 European Financial Forum

Greg Coulter, CEO of Cashbook Software attended the second European Financial Forum held at Dublin Castle on 24 Jan, 2017. The Forum brought together international and Irish industry leaders, policy makers, regulators and subject matter experts to explore the various forces including political, social, economic and technological that are shaping our global financial services industry. This year’s European Financial Forum had added significance following the UK referendum on EU membership and of course the newly elected administration in the United States. The Forum considered a broad agenda through a combination […]
Internal Development is High Risk Development

There is a perception sometimes that doing internal software development will lead to a quicker, cheaper, focused outcome. Nothing could be further from the truth. Internal developments often lead to massive over-spends, poor user outcomes and opportunities foregone. To help decision makers avoid costly mistakes in this area, we’ve put together a table of items to consider and questions to ask yourself before you decide to take the plunge on coding a new mini-ERP for cash automation. Cashbook Internal development Product Functionality 25 years’ experience developing cash management solutions. Cashbook are […]
Greg Coulter: Building a Customer centric Company

Greg Coulter, CEO of Cashbook, offers his insights on his evolving leadership role in growing a company while developing both professionally and as a person. Some key themes touched upon are setting responsibilities and priorities, organic growth, planning, learning from the customer, adapting to a changing role and steering towards the future. The full article can be found at Insights Success.
UL Eagles looking stronger for 2017

It’s halfway through the season and the UL Eagles are emerging from a period of transformation and rebuilding. The first half of the season has been one of continual reinvention for the team and also, unfortunately, some setbacks and frustrating results. The Eagles have only one win on the board so far in the season, which is a poor reflection of the quality of the performances on the court as well as the effort and dedication of the coach and players. The season started brightly in September with an extremely […]
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