Cashflow Central Learning Center

CashFlow Central Tutorials

Learning a new piece of software can sometimes be challenging.  To make it easier, we have put together a page of videos and downloadable PDFs to show you exactly how to accomplish what you need in order to manage your money.

Plus, if you ever need help, we are just a call or click away.

Yakima Federal is dedicated to being your partner in success.

Accounts Payable and Receivable

More Tutorials

Bill Uploads
Bill Approvals
Synch to Quickbooks

CashFlow Central Downloadable Documents

Topic

Download Link

Add a Customer

;

Add Custom Vendor

;

Add Discounts from Settings

;

Add Items from Settings

;

Add Logo and Brand Color

;

Add Service Charges from Settings

;

Approval Workflow

;

Automated Reminders

;

Choose Payment Options from Settings

;

Combine Payments

;

Create an Invoice

;

Custom Reminders

;

Downgrade Plan

;

Download CSV Payment Reports

;

Funding Methods: Adding a Card

;

Invoice Formatting from Settings

;

Manage and Activate Users

;

Multi Pay

;

Pay Bills: Add a Bill Manually

;

Pay by Card

;

Pay Using Bank Account

;

Payouts Inbox

;

Receiving Method

;

Search Local Vendor Directory

;

Sharing an Invoice via Email

;

Sharing an Invoice via Link

;

Sharing QR Code

;

Subscribe to an eBill

;

Sync to Accounting Software

;

Update Accounting Software with Latest Status

;

Upgrade Plan

;

Upload Bill Files and Invoices

;

Upload Product Catalog from Settings

;

 

 

Explore Features and Rates (pdf)

 

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