User Guide / FAQ

General

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

Cash Flow Forecast

• ★ How is a credit note handled?
• How does Cash Projection work?
• How can I schedule payments other than Account Payables/Creditors?

Budget

• ★ Which Budget Planner fits your business?
• ★ Quick Guide for Quick Cash Flow Plan / Basic Budget
• ★ Quick Guide for Full Budget
• Troubleshooting for Quick Cash Flow Plan / Basic Budget
• How to monitor my budget in the cash projections alongside the Cash Short Predictor?
• How to set up prepayments in the Full Budget Planner

See all 7 articles

Data Sync

• How can I import updated information to CaFE from my accounting software?
• My bank balance is incorrect, disagreeing with the balance in my accounting software
• CaFE sometimes does not auto-sync bank account transactions on my online banking system with CaFE itself even though auto-sync is on.
• [FreeAgent] How to use Bulk Client Import

Settings

• What is a Marking key?
• How to set up Credit Card Balance Forecast (Mobile CaFE)
• Why does CaFE record payment transactions in a wrong bank account which was not used for payments?