Cashflow guide
How can we help?
Find clear answers about cashbooks, reports, teams, and business settings.
Getting started
How do I create my first business?+
Open Settings, choose Business Settings, then use Manage Businesses to create a workspace. Give it a name, country, and currency.
How do I add a financial account?+
Open a cashbook and add an account from its account controls. Accounts hold the opening and current balance used by reports.
How do I switch businesses?+
Use the business selector in the main navigation. The active cashbooks, team, accounts, and reports update to that business.
Transactions and records
How do I record income or an expense?+
Open a cashbook, choose Cash In or Cash Out, enter the amount and transaction details, then save.
How do I edit or delete a transaction?+
Open the cashbook entry and use its available edit or delete action. Your assigned role must include that permission.
How does the amount calculator work?+
Tap the calculator beside an amount field, enter a calculation, press equals, and use the result in the form.
Business management
How do I edit business details?+
Open Settings, Business Settings, then Business Profile. Owners and admins can update identity, address, operating details, contact information, and the logo.
Can I manage multiple businesses?+
Yes. Each business keeps separate books, team members, accounts, transactions, and reports.
What happens when a business is deleted?+
Only its Owner can delete it. Exact-name confirmation is required, and the business and its associated operational data are permanently removed.
Team management
How do I invite a team member?+
Open Business Team, enter the member's name and email, choose a role and assigned cashbooks, review access, then send the invitation.
How do team roles work?+
Owners control the business, administrators manage operations and the team, managers work across all cashbooks, and members or viewers use assigned cashbooks with a specific access level.
How do I change or remove a member?+
Select the member in Business Team. Authorized administrators can update their role and cashbook access or remove them. Historical business records remain intact.
Reports
How do I generate a report?+
Open Reports, choose a business and account, then select a date range. Totals and transaction history refresh from posted records.
Can members view every account?+
Members and viewers can report only on accounts in cashbooks assigned to them. Owners, administrators and managers have business-wide cashbook access.
How do I export a report?+
Use Download CSV for spreadsheet analysis or Download PDF for a branded, printable activity statement.
Account and security
How do I update my profile?+
Open Account or Your Profile in Settings to update your personal information.
How are business records protected?+
Cashflow checks your signed-in membership and cashbook permissions on the server before returning protected records or accepting changes.
Send our support team a message with the details of what happened.