First Steps

Publicado el
Published on
September 6, 2023
Actualizado en
Updated on
December 7, 2023

1. Introduction

Cashflow is not just a tool, it's a solution designed to efficiently manage your finances and operations. Its intuitive design simplifies the management, analysis, and monitoring of cash flow, sales, purchases, and more.

Cashflow is tailored for entrepreneurs, managers, and any individual seeking precise control over their finances. From solo entrepreneurs to small businesses, this platform adapts to various needs, ensuring a clear view of the financial and operational state.

2. Creating an Account on Cashflow

To create an account on Cashflow, follow these steps:

Visit Cashflow's official website.

  1. Click on the "Get Started" button.
  2. On the pricing page, select the plan of interest and click on "Get Started".

Step #1. Create Account

  1. Fill in the requested fields: Email, Password, First Name, Last Name, and Company Name.
  2. Ensure you check the box to accept the terms and conditions.
  3. Click on "Create Account" to proceed.

Step #2: Add Business:

  1. Input the required information: business type, number of employees, whether you have an accountant, phone number, and how you heard about Cashflow.
  2. Press "Add Business" to continue.

Step #3: Getting Started with Cashflow:

  1. Once registered, Cashflow will set up your account. Shortly after, you'll be redirected to the main screen or Dashboard.

3. Understanding the Main Menu

Navigating efficiently in Cashflow is essential to harness all its tools. Here, we offer a brief tour of the platform's general options, helping you familiarize yourself with the main functions and optimize your experience.

  • Current Business
    Right below the Cashflow logo is your company's name and an option to switch accounts (three horizontal dots). If you manage multiple businesses, this feature allows you to toggle between different accounts without logging out.
  • Main Menu
    In this menu, you'll find all of Cashflow's modules and primary functions. Everything from invoicing to generating reports can be found in a menu option.
  • Menu Options
    This feature lets you show or hide the options in the main menu that you don't need.
  • Updates
    The updates option displays a history of system enhancements and updates.
  • Settings
    This directs you to the settings area where you can configure system modules, customize profile details, preferences, security settings, and more.
  • User Profile
    At the end of the main menu, you'll find your primary location and the options: My Account, Lockout, Chat, Help Center, and Logout.
  • Get Help
    Look for the chat icon at the bottom corner. Through this, you can communicate in real-time with Cashflow's support team.

With these general options, you're ready to confidently navigate Cashflow. Make sure to explore each menu and setting to tailor the platform to your business's specific needs. Maximize Cashflow's capabilities!

4. Next Steps

Now that you've become familiar with Cashflow's general options, it's time to elevate your experience. The foundation for effective management lies in keeping your company's details and configurations up-to-date. In this section, we guide you on how to achieve optimal setup.

  • Complete your business information
    This entails entering basic company details like its name, a representative logo, and the operating address.
  • Add/Import Masters
    Here you can add or bulk load information about your customers, suppliers, the products or services you offer, employee data, and bank accounts.
  • Record your opening balances (Accounts Receivable and Accounts Payable)
    Enter starting balances of pending invoices, completed purchases, advance receipts, and prepaid supplier payments to reflect your business's prior pending periods.
  • Opening balance entries
    Create a journal entry to reflect your company's starting balances at the onset of a new period or when using the software for the first time.

This guide offers a solid starting point, but Cashflow's true potential unfolds as you dive deep, adapt, and thoroughly utilize its features. As you embark on this financial journey, remember that Cashflow's support team is here to assist you every step of the way. Make Cashflow your financial management ally and watch your business thrive. Onward!