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