Cashflow (part of the Finance add-on) helps you keep track of the money moving through your agency — what's coming in and what's going out — so you always know where you stand.
What you can do
- Record income and payouts as they happen.
- Add remarks so each entry has the context you'll need later.
- Review your entries to understand your position over time.
How to use it
Log entries consistently — a little discipline here pays off when you want a clear picture at month or quarter end. Keep remarks specific so anyone reviewing the records understands what each entry was for.