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Is Cash360 customizable?

edited Jun 2, 2025 2:40PM in Ask A Guru 2 comments

Hi Gurus!


Would anyone know if it is possible to customize the following on the Cash 360 dashboard? If not, do you have any recommendations for getting this information elsewhere on NetSuite?

  • Use Budget amounts in the forecast instead of actuals
  • Include Sales Orders in the forecast to see future AR before entering the Invoices
  • Use financial segments to section off AR
  • Include Loans repayment in the forecast

thank you!

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