Client help centre

United Kingdom New Zealand
  1. Client Portal
  2. New Client Views - Training Videos
  3. Cashflow

Cashflow

  • Cashflow Overview
  • How to customise your Cashflow settings
  • How to use the Cashflow filters
  • How to create Cashflow rules
  • How to create and edit Budgets
  • How to use Tax tags
  • How to review duplicate transactions
  • How to upload a CSV file of transactions to Cashflow
  • How to export transactions to a CSV file

Portal

Return to Your Portal