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Documentation Index

Fetch the complete documentation index at: https://docs.aiinsurance.io/llms.txt

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Cash Management is a representation of a Stripe Treasury Financial Account. In simple terms, the Stripe Treasury Financial Account is the carrier’s bank account. For an overview, see Cash Management.

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Feature description

Cash Management now has an additional column in the Transaction History table to link Stripe Treasury transactions to our internal transactions. Each Stripe Treasury transaction may or may not have one or more internal invoices associated with it.
  • If internal invoices are found, links are provided in the Invoice column.
  • If no internal invoices are found, ”-” is displayed in the Invoice column.
When invoice links are present:
  • If multiple invoices are linked, the link opens a list of invoices.
  • The list shows the invoice number when available; if not, it shows the invoice date.
For details on the association between Stripe Treasury transactions and internal transactions, see Cash Management.