Release 03.08.2021

Fumi -

Release Note for the release 03.08.2021


- Basic Budget Planner / Quick Cash Flow Plan [Xero and FreeAgent only]

We've updated the Budget Planning tool to make a version available for all users.
Now, alongside our existing Budget Planner (we now call it "Full Budget Planner"), we are releasing our Quick Cash Flow Plan and Basic Budget Planner for less detailed, but faster insights into your future sales and costs projections.

The Quick Cash Flow plan and Basic Budget features are available to all users. The Full Budget Planner, which allows detailed budgeting of all costs and capital expenditure, is a premium feature available to Business and Enterprise subscribers.


In the Quick Cash Flow Plan and Basic Budget;

  • It has a 3-years view
    Previous period: Reference of actuals
    Current period: Monitoring actual, forecast and budget
    Next period: Budgeting for future
  • Future sales, purchases and cash flows are forecast automatically from actual transactions in the past
  • You can update numbers in a cell directly like a spreadsheet
  • You can also update your budget in a variety of ways
  • Categorisation is simplified into sales, cost of sales, taxes, loans and other expenses for quick review and decision making
  • There is neither an authorisation process nor change histories unlike Full Budget
  • You can monitor your budget in your cash projections in real-time


Quick Cash Flow Plan



Basic Budget


Not sure which one fits your business? Please see this article for your better understanding.

You can also check our quick guide to explore the new budget planner.



- Multi-factor authentication

You can now add an extra security layer to your CaFE account by using our multi-factor authentication feature.

This feature is now available for all users on the My Details page.

(Click the top-right icon, then select My Details)


Please visit here to see how to set up multi-factor authentication.


- Client list improvement [Adviser users only]

You can now see the last login time of your client users on the Clients page (Settings --> Clients).


- Minor improvements & bug fixes


Log in to your CaFE account now and try it for yourself.

Try new CaFE now


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