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Cash Flow Pro

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Withholding Calculation Base Updates

Enhance the withholding feature in Cash Flow Pro to base calculations on billing type formula elements. This update ensures precise withholding deductions and re-additions, improving financial accuracy and user transparency.
Guest 9 months ago in Cash Flow Pro 0 Shipped

Dashboards

Add proposal Dashboard whish allow the user to display and export their favorite graphs for the proposal in one place.
Aaron Hale over 1 year ago in Cash Flow Pro 0 Shipped

Close All Tabs Button

Add an X button that will Close All Tabs on the right side of the bar
Aaron Hale over 1 year ago in Cash Flow Pro 0 Shipped

Unlock/Copy Proposal in Cash Flow Pro

Unlock/Copy Proposal in Cash Flow Pro
Aaron Hale almost 2 years ago in Cash Flow Pro 0 Shipped

Negative Cash Rate

The Ability to apply a rate whenever Cash Flow is Negative.
Aaron Hale almost 2 years ago in Cash Flow Pro 0 Shipped

Create Task Selection in the CF tool

Create Task Selection in the CF tool. Add the ... to the task selection in the screen that when clicked allow the user to create a task selection without leaving the CF app. Also add to the ribbon a "Task Selections" button to where the iser can v...
Aaron Hale over 2 years ago in Cash Flow Pro 0 Shipped

The Ability to copy the proposal from within the CF tool.

The Ability to copy the proposal from within the CF tool.
Aaron Hale over 2 years ago in Cash Flow Pro 0 Shipped

Copy and Paste from excel into all input grids within the CF

Copy and Paste from excel into all input grids within the CF. Mimic ProPricer copy and Paste options for grids to make it easier for the user to add data from Excel.
Aaron Hale over 2 years ago in Cash Flow Pro 0 Shipped

(All) Option for the Override Category Filter

(All) Option for the Override Category Filter. The ability to select all the items within a task selection.
Aaron Hale over 2 years ago in Cash Flow Pro 0 Shipped

Add Summary Fields to Summary View

The ability to add Summary Fields from the proposal as a column to Summary View. The user should be able to view any or all of the proposal summary fields on the CF Summary View
Aaron Hale over 2 years ago in Cash Flow Pro 0 Shipped