How to use the navigation menu

The navigation menu in Cashflow360 is your main path of navigation when working in your account. From there you'll access all main workflows of Cashflow360:

  • Upload and manage documents
  • Manage vendors
  • Approve bills and vendor credits
  • Create bills and vendor credits
  • Payi bills and record payments
  • Manage Customers
  • Create and send invoices
  • Charge customers and record payments
  • Run Reports
  • Access Support

You can collapse and expand the navigation menu as needed to increase your workable area by selecting the icon on the top left corner of the menu.