Using & Understanding Float
Bank Accounts & Credit Cards
Budgets
Categories & Groups
Exporting
Importing your data
Invoices & bills
- Batch actions
- Batch include/exclude invoices and bills
- Batch set expected date
- Draft invoices (Xero only)
- Include/exclude individual invoices/bills
- Show/hide excluded invoices and bills
Scenarios
Settings
Users
Getting started
- 6 steps for getting started with Float
- Step 1: Make sure the bank balances match up
- Step 2: Set up your bank accounts
- Step 3: Double check invoice and bill payment dates
- Step 4: Add in some new cash flow rows
- Step 5: Forecast some sales