You have several companies consolidated in Agicap and you want to see your future balances in a global way? 🔍
It's possible thanks to the Balance Table tab, directly accessible from your consolidation on Agicap!
🏭❕ To benefit from the Consolidation, send us a message on the Chat, we will activate the feature in your settings!
To access the Balance Table tab, go to your consolidation and click on the top blue banner on the Balance Table tab.
On the left-hand side, you will find all of your Agicap entities as well as their bank accounts and balances.
On the right-hand side, you will find the evolution of these balances in the future. It is possible to set the temporality in the drop-down menu at the top left, and thus to switch from the daily view to a weekly, monthly or quarterly view.
It is possible to filter the operations that will be taken into account in the future to calculate these new balances: to modify the operations taken into account, click on the drop-down menu and select what you want to take into account for the next balances:
- Expected transactions and objectives
- Expected transactions (default view)
- Objectives
Finally, you have the option to hide the bank accounts and only display the balances by entity by clicking on hide bank accounts.
💡 Good to know: When navigating this view, you can always see the details of committed invoices and the remaining to do on objectives.
💡💡 Good to know: You can export this data via the "Export" button at the top right via the gear wheel.
To learn more about how to set thresholds on this table to highlight certain information see our article Setting thresholds on the balance table!