Has anyone got experience of building a cash projection report using Velixo, where this pulls live Sage Intacct data in terms of income streams (OTC), expenditure (PTP), Bank balances and refreshes this using Sage? if you've got any hints or tips about what steps are best to follow, it'd be appreciated.
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Has anyone got experience of building a cash projection report using Velixo, where this pulls live Sage Intacct data in terms of income streams (OTC), expenditure (PTP), Bank balances and refreshes this using Sage? if you've got any hints or tips about what steps are best to follow, it'd be appreciated.
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