Walkthroughs
Read the Cash matrix below zero
Open the Mid-Market Group demo (Demo library) to follow along.
This reads the running balance and the below-zero alert on a book engineered to dip negative.
- Open Mid-Market Group - Parent (Demo) and open the Cash matrix from its starting bank balance.
- The running balance trends down as the one-off Line upgrade (equipment) lands: a large equipment outflow.
- Watch the running balance cross below zero around that purchase; switch the lens to pessimistic to see the cautious path.
- Set an alert threshold at zero and the matrix flags the dip, which is only meaningful because this book actually goes negative.
In-app documentation, version 5. Generated from the product documentation source, so this matches the app exactly.