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

1. Before You Start

Welcome to the Cashflow documentation user guide. In this article, we'll show you how our documentation is organized, the format of the articles, and additional notes that complement your learning. Our goal is to make navigation easier for you and ensure that you get the most out of each resource. Discover how to get quick and clear answers to your questions about Cashflow!

2. Documentation Structure

Our documentation is organized into various specific categories, designed to address each essential aspect of Cashflow and facilitate your navigation:

  • Getting Started with Cashflow
     All the essentials to get started, from creating your account to initial settings.
  • Master Management
    Learn how to manage and organize the basic information that will feed into other Cashflow modules.
  • Sales and Invoices
    Dive deeper into the creation, management, and tracking of your sales and invoices.
  • Point of Sale (POS)
    A guide to maximizing the functionalities of your point-of-sale within the platform.
  • Expense/Purchase Management
    Control your purchases and expenses to keep your accounting up-to-date.
  • Inventory Management
    From goods entry to exit, learn how to maintain an efficient inventory.
  • Banks and Transactions
    Manage your bank accounts, transactions, reconciliations, and more.
  • Accounting
    Everything related to accounting records, balances, income statements, and other financial aspects.
  • Payroll Management
    From employee settings to the issuance of payments and deductions.
  • Goods Production
    Learn about the creation, tracking, and management of production.
  • Importation Costs
    Detailed guide to recording and managing all expenses related to importation.
  • Taxes
    Understand and efficiently manage all tax aspects in Cashflow.
  • Reports
    Generate and understand various reports to make data-driven decisions.
  • Automations
    Maximize the efficiency of your operation through the available automations on the platform.

Remember, to get the most out of Cashflow, it is ideal to familiarize yourself with each of these areas according to the needs and operations of your business.

3. Document Format

To ensure optimal understanding and navigation, each of our documents follows a coherent and well-thought-out structure. Below, we present what you can expect when consulting any document from our guide:

  • Table of Content
    At the beginning of each article, you'll find an table of content that gives you quick access to different sections of the document. This makes it easy to jump directly to the content that interests you most.
  • Step-by-Step Guides
    This is the essence of each document. Here we offer clear and concise instructions on how to work with the functionality described in the article. The guides are presented in an easy-to-follow format, ensuring you can complete each task smoothly.
  • Tips and Best Practices
    Beyond basic instructions, we want you to get the most out of Cashflow. In this section, we share useful tips and recommended best practices to optimize your experience and efficiency.
  • Common Issues
    We understand that doubts or complications may arise. That's why we've included a section that addresses the most frequent questions and problems related to the document's topic, providing solutions and clarifications.
  • Notes and Highlights
    In the articles, you'll find highlighted notes that provide relevant information about the functionality or process. These notes are classified into three categories: general information, alerts, and warnings.
These notes provide additional details about a functionality, helping you understand its options and uses.
These notifications provide you with crucial details that you should consider before taking any action.
These indicate actions that you should approach with caution, as their effects may not be reversible.

By following this structure, we aim to offer a consistent and useful user experience, ensuring you always find the information you need efficiently.

4. Recommendations

To better guide you in using our documentation, here are some suggestions:

  • If you are new to Cashflow, we recommend starting with "Getting Started with Cashflow."
  • If you aim to master Cashflow at an expert level, we suggest reading the documentation from start to finish.
  • To find specific information, use the search function or consult the relevant category.
  • Feel free to contact our support team if you require further assistance or can't find what you're looking for.


Your success is our primary goal. We hope that this documentation will be a valuable resource on your journey with Cashflow. We invite you to explore and, as always, contribute your comments or suggestions for continuous improvement.