Client Portal Help Centre

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  2. Cashflow

Cashflow

Cashflow Settings

  • How do I add / import transactions to Cashflow manually?
  • How do I customise my cashflow preferences?
  • How do I hide and unhide transactions?
  • Transfers Explained

Cashflow Features

  • How do I upload a CSV of my transactions to my cashflow?
  • What does 'review transactions' do?
  • How do I create and view cashflow reports?
  • How do tax tags work?
  • How do views and filters work in the Cashflow area?
  • How do I create and edit budgets?

Troubleshooting Cashflow

  • Why am I missing transactions in my cashflow?
  • How do I Review Duplicate transactions and Hide them?
  • Duplicate Transactions
  • Missing Transactions in the Cashflow

Transaction Categories

  • How do I deal with Reimbursements in Cashflow?
  • How do I group cashflow categories?
  • How do I split a transaction?
  • How do I assign a different category to a transaction?
  • How do I create rules for categorising transactions?
  • How do I manage (add or remove) cashflow categories?

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