Tracking your cash flow is key when it comes to running your daily business or when talking to internal stakeholders or investors. At Airbank you are able to manage your overall cash flow and also your cash flows generated by each of your counterparties in detail.

How to manage your cash flow by counterparty

Click on the “Counterparties” tab to get an overview of the existing counterparties. Now click on one of the counterparties you would like to learn more about. (see Screenshot).

By selecting your counterparty of choice, you will have the option between creating the overview and editing the counterparty information. By clicking on 'Cash flow overview' the following chart will appear (See Screenshot below)

If you click on "View and Edit" you are able to change the name of the category your counterparty has been assigned to by simply clicking on the field below “Default Category” and typing in your desired category.

Want to know more about categorizing your counterparties? Click here


Important: Please do not hesitate to get in touch with Airbank' s support team should you experience any issues or require additional support.

Just use the chat function on the Airbank homepage or in Airbank App (the speech bubble symbol in the lower right-hand corner) or send an email to: help@joinairbank.com.


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