User Guide / FAQ
General
Cash Flow Forecast
- ★ Quick Guide for Invoice Reminder Email Generator
- How to exclude certain bank account balances and transactions from cash projection
- Can I hide unnecessary overdue transactions?
- How does Cash Projection work?
- How is a credit note handled?
- 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
- 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
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