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Currency & Bank Account

Currency & Bank Account

Since CloudFFL is built for US businesses, your system should already be set to US Dollars (USD). This page helps you verify that and add your business bank account so you can track payments properly.

Verify Your Currency

    Go to Invoicing (or Accounting) from the app grid. Click Configuration → Currencies. Find USD — US Dollar in the list. Make sure it is active (it should have a checkmark or be toggled on).

    If USD is already active and shows the $ symbol, you are good — no changes needed.

    Tip: You do not need to activate any other currencies. CloudFFL operates entirely in US Dollars. You can skip multi-currency settings.

    Add Your Business Bank Account

    Adding your bank account lets CloudFFL track deposits, match payments, and display your banking details on invoices (so customers know where to send payments).

      Go to Invoicing (or Accounting) from the app grid. Click Configuration → Bank Accounts (or look under Configuration → Journals and open your "Bank" journal). Click New (or Edit if a bank journal already exists). Fill in:
      FieldWhat to Enter Account NumberYour business checking account number BankYour bank's name (e.g., "Chase", "Wells Fargo", "First National Bank") ABA Routing NumberYour bank's 9-digit routing number (found at the bottom of your checks)
        Click Save.

        Tip: If you are not sure about your routing number, check the bottom-left of one of your business checks. The routing number is the first 9-digit number, followed by your account number. You can also find it in your online banking portal.

        Review Your Default Accounts

        CloudFFL automatically sets up a chart of accounts — this is the list of categories that your money gets sorted into (income, expenses, cost of goods, etc.). You do not need to change anything here for now, but it is good to know where it is:

          Go to Invoicing → Configuration → Chart of Accounts. You will see a list of accounts like "Product Sales," "Cost of Goods Sold," "Bank," "Accounts Receivable," etc. These are the standard US accounts and work out of the box for most businesses.

          Tip: Unless your accountant tells you otherwise, leave the chart of accounts as-is. The defaults work for the vast majority of retail businesses. Your accountant can always make adjustments later if needed.

          Important: Never delete accounts from the chart of accounts — this can break your accounting. If you need changes, talk to your accountant or your CloudFFL support contact.

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