We’ve been working on a new “Dashboard” screen so users can quickly and easily view their Treasury and Investment situation.

Users can create “Cards” which are displayed on the Dashboard. Each Card can display either data or graphs,

By clicking on a Card, Users can then drill-down to view the underlying data for that Card, including individual transactions and records.

The new Dashboard functionality will be released as part of CAPIX Treasury Mananger (CTM) version 17 which is due in February 2017.