FAQ

Integration

• ★ [FreeAgent] How to use Bulk Client Import
• CaFE sometimes does not auto-sync bank account transactions on my online banking system with CaFE itself even though auto-sync is on.
• Why does historical balance remain the same from the initial day of import?
• How can I import updated information to CaFE from my accounting software?

Reporting

• How to monitor my financial plan in the cash projections alongside the critical timing report?
• How to set up prepayment transactions in the Financial Plan

Settings

• How to set up Credit Card Balance Forecast (Mobile CaFE)
• Why does CaFE show our old bank account on the top of the drop-down box?
• Why does CaFE record payment transactions in a wrong bank account which was not used for payments?
• What is a Marking key?

Cash Management

• My bank balance is incorrect, disagreeing with the balance in my accounting software
• How can I schedule payments other than Account Payables/Creditors?
• How does Cash Projection work?

General

• User role type comparison
• How to unlock my account?
• Can I sort information in ascending/descending order?
• Basics for CaFE : User Guide and Helps