New Feature Guide: February 2019

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Bill Pay

Now, you can manage your bill pay needs straight from the ScaleFactor mobile app! Available on both Android and iOS, the mobile app is a great way for you to manage your business on the go! Not only can you search and filter your bills, you can also view and manage your bills without ever missing a beat.

We understand that sometimes it’s easy to accidentally approve a bill or realize later that you might overdraft if you approve a bill today vs. tomorrow. Now, just in case, you can easily unapprove a bill if it hasn’t been processed. And the best part is, this can all be done on your mobile device!

Check out our mobile app and start managing your bill pay today!

Mobile Bill Pay Approval, Approve Bills on Phone
Edit a single transaction

Cash Vision

Get more from your Cash Vision forecast data with our new Activity Center integration for recurring transactions. Our updates enable you to edit and delete a single transaction occurrence instead of the entire series, making your forecasts that much more detailed. 

Now, you can clearly see which transactions you’ve edited in the calendar view. Additionally, you can better see your cash-in totals vs. your cash out totals, so you can follow your overall cash balance more seamlessly.

Confirm recurring transactions
Incoming and outgoing view of cash flow


Get more visibility by drilling down to a filtered transaction view on your Dashboard’s Vendor & Category widgets. By filtering your view, you can see the underlying data for each segment.

Transaction vendor and cateogry widget

Never miss a deadline again! With the new Upcoming Compliance Events widget, you can see all your important compliance deadlines straight from your dashboard.

Compliance events widgets


Stop waiting and get your financials on demand! Simply go to your “Reports” tab and request your financial reports to get your P&L and balance sheet.

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