
We’ve updated the Homepage so that your prioritized Collections tasks and Cash App tasks are front and center as soon as you log in.
In a previous release, we launched the Collections Tasks overview, where you’re able to track weekly progress, stay aware of upcoming invoices, and prioritize tasks using the approach that works best for you. All these great functionalities have been moved to the Homepage. Here’s a video that explains all the functionalities.
Additionally, if you have the Cash App module, your tasks are also shown on the Homepage. You can quickly see how much money and how many transactions have been allocated and are ready to post, how many still need allocation, and how many transactions are potential payments.
