Getting started

This article introduces the concept of the Web Client, offering suggestions for how you can get started using it.

Cash Management uses a browser-based Web Client. Some key facts about the Web Client:

Runs in common web browsers* (for example, Chrome, Firefox, Safari)
Requires no installation
Enables you to access Cash Management anywhere, on any device
Provides an enhanced user interface that improves ease of use, particularly for non-administrative users

Dashboard at a glance

After you log in to the Cash Management, you arrive at your personal Dashboard page, which looks similar to the following example:

To see the modules, hover over the icons in the menu on the left side.

To open a module, click its menu item.