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1. Getting started

7 articles

CostTracker main configuration options

Create users and assign user roles

Support / help desk

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2. Budget settings

3 articles

Budget access restrictions

Create a new budget

Import budgets

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3. Purchasing and approval

10 articles

Purchasing workflow

Revise purchase orders

Copy purchase orders (duplicate)

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4. Goods receipt

1 article

Receive goods

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5. Config 1: Easy invoice matching

1 article

Invoice matching with purchase orders

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6. Config 2: Supplier invoice module

3 articles

Invoice approvals

How the invoice module works

How to send invoice reminders

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7. Cash flow forecast

4 articles

How cash flow forecast works

Payment dates and changes in payment types

How to export your cash flow forecast

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8. Accounting integrations

6 articles

24SevenOffice integration

Xero integration

QuickBooks online integration

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