Forecast, Track & Manage Cash flow Better | Cashvue Support Forecast, Track & Manage Cash flow Better | Cashvue Support

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Knowledge Base

Getting Started(6)

  • How Do I Set Up My Account?
  • How Do I Navigate the Site?
  • What Are the First Steps?
  • How To Read the Signal Graph
  • Edit and View Categories of Revenues and Expenses

Inputting & Exporting Data(8)

  • How Do I Input a New Projection?
  • What Is a Repeat Summary?
  • Visual Repeat Details
  • Enter Transaction Details
  • How To Enter Multiple Cash Entries All At Once

Forecasting Data(8)

  • Changing Time Basis on the Runway Report
  • Edit or Delete Cash Entry in Monthly Snapshot
  • Filters in Cash Summary
  • Select Time Basis in Cash Summary
  • Graph and Table Showing Cash Inflows and Outflows

Reviewing & Analyzing Data(17)

  • Sort Cash Transits by Time in Cash Transit Zone
  • Filter Cash Entries in Cash Transit Zone
  • Change Payment Date of a Cash Entry in Cash Transit Zone
  • Change Entry Status of a Cash Entry in Cash Transit Zone
  • Edit, Clone, and Delete a Single Cash Entry

Reconciliation(3)

  • Reading the Reconciliation Summary
  • Viewing A Break Down of the Reconciliation Summary
  • Viewing Historical Reconciliation Summaries and Full Reports

Systems & Administration(5)

  • Adding New Users
  • Changing My Profile
  • Changing My Password
  • Logging Into the Demo Account
  • Signing Up for a New Account Under the Same Username

Questions/Comments?

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