Education centre
We are working on the Education centre - tutorials and manuals are being added on an ongoing basis
1. How to move around Caflou ๐บ
2. Learn the CAFLOU basics and logic ๐บ
3. How to invite users to Caflou and work with user rights ๐บ
4. Be safer with Two-step authentication ๐
5. How to integrate a Caflou Calendar into your Google Calendar ๐
6. How to obtain access token for API, Integromat or Zapier ๐
7. How to upload files from Google Drive, Dropbox or OneDrive ๐
8. How to work with Cashflow ๐บ
9. How to read in the Cashflow graph ๐บ
10. How to track VAT in Cashflow ๐บ
11. How to manually import data into Cashflow ๐บ
12. How to import data to Caflou ๐บ๐
13. How to work with tags ๐
14. How to duplicate projects ๐
15. How to start a video conference CAFLOU MEET ๐
16. How to work with Kanban boards ๐บ
17. How to create an automatic process / workflow ๐บ
18. How to create a project or task directly from email ๐
19. How to work with a Gantt chart ๐บ
20. How to save filters in reports ๐
21. How to respond to notifications directly from email ๐
22. How to create or send invoices in foreign languages ๐
23. How to work with the Workload reports ๐บ
24. How to work with the Team Economics report ๐บ
25. How to change VAT/TAX for income or expense ๐บ
26. How to integrate CAFLOU and QuickBooks via CAFLOU Connector ๐บ
27. How to work with templates in CAFLOU ๐บ
28. How to work with data extraction from invoices ๐บ
29. How notifications and objects following work ๐
30. How to create regularly recurring projects ๐บ
31. How to integrate CAFLOU and Xero via CAFLOU Connector ๐บ
32. How to personalize CAFLOU ๐บ
33. How to integrate CAFLOU and Zoho Books via CAFLOU Connector ๐บ
34. How to correct Cashflow values to the required level ๐
35. How to work with regular exports ๐บ
35. Income and expense rates and project rates ๐บ
36. How to work with maps of projects, tasks and events ๐บ
37. How to comment using audio messages or audio transcripts into text ๐
38. How to share projects and tasks externally ๐บ
39. How to synchronize e-mail communication ๐บ
40. How to work with payment rules ๐
41. What are financial data and ratings ๐
42. How to integrate CAFLOU and FreshBooks via CAFLOU Connector ๐บ
43. How to connect a bank account for invoice matching and cash flow ๐
44. How to create itemized project budget ๐
45. How to work with online payments (PayPal, Stripe) ๐
46. How to integrate CAFLOU and WooCommerce via CAFLOU Connector ๐
47. How to record holidays and absences ๐บ
48. How to manage contracts in Caflou ๐บ
49. How to digitally sign contracts directly from Caflou ๐บ
50. How to administer users ๐บ๐