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Profit and loss statement
The profit and loss statement (P&L) is the report that tells you whether your business is making ...
End-of-month reconciliation checklist
At the end of each month, run through this checklist to make sure your books are clean and your b...
Handling unmatched transactions and write-offs
Not every bank transaction has a matching invoice or bill waiting for it. Bank fees, interest, ca...
Matching bank lines to invoices and bills
This is the core of reconciliation — taking each bank transaction and connecting it to the invoic...
The reconciliation dashboard
Once you've imported your bank statement, the reconciliation dashboard is where you do the actual...
Automatic bank sync (coming soon)
CloudFFL OS includes the ability to connect directly to your bank account so that transactions ar...
Importing bank statements (CSV/OFX)
The first step in reconciliation is getting your bank transactions into CloudFFL OS. The most rel...
What is bank reconciliation?
Bank reconciliation is the process of making sure the transactions in CloudFFL OS match what your...
Batch payments with payment orders
If you're paying multiple vendors at once — say it's the end of the month and you need to pay Lip...
Paying a single vendor bill
Once a vendor bill is confirmed, it sits in your Accounts Payable until you pay it. Recording the...
Handling recurring bills
Rent, alarm monitoring, internet, insurance — some expenses hit every month like clockwork. Inste...
Matching bills to purchase orders
When Lipsey's sends you a bill for 10 firearms and you only received 8, you need to catch that be...
Recording a vendor bill
Every time a distributor ships you product, they send a bill. Every month your landlord, alarm co...
Tracking overdue invoices
When invoices go past their due date, you need to know about it — and you need an easy way to fol...
Partial payments and payment plans
Not every customer pays the full amount at once. Maybe a dealer-to-dealer buyer is paying half no...
Recording a customer payment
When a customer pays an invoice — whether by card, check, cash, or bank transfer — you need to re...
Credit notes and refunds
When a customer returns a product or you need to adjust a charge, you don't delete the original i...
Sending invoices to customers
Once an invoice is confirmed, you need to get it to the customer. CloudFFL OS can email invoices ...
Creating a standalone invoice
Not every charge goes through a sales order. Sometimes you need to invoice a customer for somethi...
Creating an invoice from a sales order
Most invoices in CloudFFL OS are created directly from sales orders. You've already done the work...