User Guide / FAQ

General

• Introduction to Cash flow CaFE
• Social Login
• User role type comparison
• How to unlock my account?
• Can I sort information in ascending/descending order?
• How to close an account

AI

• ★ CaFE Copilot
• Quick Guide for Invoice Reminder Email Generator

Cash Flow Forecast

• ★ Understanding and Using the Cash Short Predictor
• CaFE Entity Summary Screen Guide
• How to Use the Detailed Cash Flow Forecast Screen
• Can I hide unnecessary overdue transactions?
• How is a credit note handled?

Budget

• Which Budget Planner fits your business?
• Quick Guide for Quick Cash Flow Plan / Basic Budget
• Troubleshooting for Quick Cash Flow Plan / Basic Budget
• Quick Guide for Full 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

Reports

• Financial Report / Ratio Comprehensive User Guide
• CaFE Historical Daily Balance Guide

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

Notification

• What is Action Alert?

Advisers

• CaFE Dashboard Overview
• CaFE Memo Feature: Comprehensive Guide for Advisers

Settings

• CaFE Accounts Screen: Comprehensive User Guide
• How to exclude certain bank account balances and transactions from cash projection
• What is a Marking key?
• How CaFE Determines the Payment Bank Account for Cash Projections
• How to set up multi-factor authentication

Mobile

• How to set up Credit Card Balance Forecast (Mobile CaFE)
• How to set up Mobile CaFE