Find your cash-flow overview
Cash Flow brings together forecasts and money movements. It is available when the relevant plugin and access are enabled for your business.
Choose the screen you use for SmartBill:
- Open Cash Flow in the side menu if shown, or find it in Plugins.
- Choose Forecast, Banks, Transactions, or Budget as needed.
- Check the period and accounts shown before reading the figures.
- Tap the account picture and open Plugins.
- Select Cash Flow.
- Open the page you need and check the period.
- You can continue on a computer for wider tables.
If a getting-started screen appears instead of your data, follow the setup instructions or check your plan. A forecast does not confirm that a payment was received; check the transaction itself.