There are several guides that can help you use the different functions of Business Cash Plan. These give you step-by-step instructions that will help you use the different features of Business Cash Plan. You can print these out and use them until you get used to using Business Cash Plan.
Guide to Getting StartedGuide to Import a Code ListGuide to Coding and Split TransactionsGuide to Navigating the DashboardGuide to Navigating Coding and Splitting Transactions
More information on Code Lists
Here is some extra information on Code Lists that you may find useful.
- Guide to Import a Code List
- View an example of the Business Cash Plan Default Code List
- View and example of how you can ‘Create your Own Code List’
We’ve created some Code Lists for you that you may find useful. These have been set up for you in a ‘.csv file’ so all you need to do is import the Code List into Business Cash Plan.
LAQC Code List - you can use this as a starting point to code if you have an investment property and are LAQC registered.
Personal Code List - you can use this as a starting point to code if you want to use Business Cash Plan for your personal accounts.
You’ll need to save the Code List to your own files and then import them following the step-by-step Guide to Import a Code List.
Business Cash Plan Demos
