Cash Flow Template

An easy guide on how to install

Requirements

Installing Template
1- Access app.sheetgo.com/templates
2- Select Cash Flow Template
3- Click to install it
note: Sheetgo will create a folder on your Google Drive called Cash Flow, which contains Check-in, Check-out, and Inventory Management spreadsheets.

How to include receipts
1- Access your Check-in spreadsheet by clicking on the three dots and selecting open spreadsheet (see gif below)
2- Click on the Receipts tab on the bottom left corner.
3- Input receipt details: Input date, Client name, Invoice #, Invoice amount ($), Amount received ($), Date received, Product, Product category, Notes
note: if you can find your Check-in spreadsheet access your Workflows, click on the inventory management folder and open from there the sheet.

 

How to include payments
1- Access your Check-out spreadsheet
2- Click on the Payments tab on the bottom left corner.
3-Input payment details: Input date, Supplier, Invoice #, Invoice amount ($), Amount paid ($), Date paid, Category, Notes
note: if you can find your Check-in spreadsheet access your Workflows, click on the inventory management folder and open from there the sheet.

How to use Cash Flow
1- Access your Sheetgo workflows and
2- Click on Cash Flow Workflow.
3- Click on the Cash Flow spreadsheet,
4--On your Google Sheets Toolbar click in Add-on 🠮 Sheetgo 🠮 Start
5- Click to Update all your connections
note: Cash Flow is only a dashboard of your data, don't remove tabs protection.