Client Portal Help Centre

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  1. Client Portal
  2. Cashflow
  3. Cashflow Features

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?

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