Questions by Category: "Cash management"

Maintaining the important links to access them with ease, helps you with being productive. Quick Links may contain multiple links that a user can use often enabling him to access fastly...more

Cash Management in Apptivo enables you to manage all the payments and receivables in terms of cash for your business. To make this process organized, Apptivo allows you to add informati...more

The List Layout of the Cash Management app in Apptivo allows you to configure the desired column sets in any view. Let’s go through the steps to configure the list layout in this appl...more

The Email Templates/Message Templates are pre-organized message formats that you can send to your records. You can design an email template to make your email look standardized rather t...more

Cash Management in Apptivo helps you to manage all the payments and receivables in terms of cash for your business. Steps to Create Transaction Type Login and access your Cash Manageme...more

Apptivo CRM allows its user to create Tags across its objects and modules. Tags are nothing but labels that are associated with the Cash Management app to help you organize the bank and...more

Cash Management App in Apptivo allows you to keep track of information related to the bank, bank accounts, and bank statements. All details related to the bank can be maintained using t...more