Cash 360 Best Practices

To obtain accurate results in the Cash 360 Dashboard, an administrator can do the following before installing the Cash 360 SuiteApp:

• To use aging reports in this SuiteApp, set the Aging Reports Use preference.

  Go to Setup > Accounting > Accounting Preferences > General and select the Due Date option under the Aging Reports Use preference.

• To approve invoices while using this SuiteApp:

  • Enable the following required features. 

    Subtab	Feature
    Employees	Approval Routing
    SuiteCloud	Client SuiteScript Server SuiteScript SuiteFlow

  • Set the Invoices Approval Routing preference.

    Go to Setup > Accounting > Accounting Preferences > Approval Routing and check the Invoices box.

• If your company uses multiple currencies, enable the following required features. 

  Subtab	Feature
  Company	Multiple Currencies
  SuiteCloud	SuiteCloud Development Framework

Do not restrict access to the Subsidiary record. To check, make sure there is no value selected in Set Preferences > Restrict View > Subsidiary.