/ Help & Support

Uploading Files

Now more than ever, it is essential to have all the business files accessible at any time. The file manager tool allows you to upload your business files to the cloud. Once uploaded these files will be available 24/7/365.

File Manager

To go to the files storage area,

File Manager
  1. In the main menu, go to Tools and then Files.
  2. In the main Files area, you’ll find the Folders menu in the left panel and the Files List in the middle.
  3. In the Folders menu, you’ll find a list of system folders and our folders.
  4. To view a folder’s content, click on the folder to display its contents on the file list.
  5. In the File List, you’ll see all the files we’ve uploaded here or from the different system areas.

System folders are filters that allow you to navigate all the uploaded files, while your folders allow you to organize your files according to your needs.

In each file’s actions menu, you can Preview, Download, Move to another folder or send files to the Recycle bin. You can also view or download the file by clicking on its name.

Creating Folders

To create a new folder, 

Create a folder
  1. Click on the (+) New button under the folder section.
  2. In the New Folder window, choose the parent directory and enter a Name.
  3. To create the Folder, click Save.

Now you’ll see the folder in the Folder Menu on the left pane as well as in the main file list when navigating to its parent folder.

Uploading Files

To upload a new file,

Upload a file
  1. In the File List, click on the (+) button
  2. In the file upload window, click on the Browse button to choose a file from your computer. 
  3. Double click the file to start uploading.
  4. When done, click on Close.

You can also upload files from any document using the Files Tab. These documents could be invoices, expenses, receipts, etc. When done this way, the file also gets associate with the source document.

We can now start uploading all our business files to Cashflow.