Help for Flare online accounting software users

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Help for Flare online accounting software users
Using Flare (A-Z)
Reports and monitoring

Budget vs. actual

See View budget.

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Getting Started

Things you'll need to use Flare
- Register for Flare. It's free!
- System requirements and browsers
5-step company setup
Invite users
Migrating to Flare
Dashboard & navigation
- Flare's dashboard
- Navigation in Flare
Quick start videos
Your first transactions in Flare
Next steps
Getting help

Using Flare (A-Z)

Adjustments
- Record an adjustment
- Record a reversal entry
Bank reconciliation
- Getting started with bank reconciliation
- Bank reconciliation steps
- Common reconciliation scenarios
  - Reconcile a bank feed deposit with an invoice
  - Reconcile a bank feed expense payment with a bill
- Batch reconciliation
- Reverse or unreconcile bank reconciliation actions
Bank transactions
Budgeting
- Create budget/edit budget
- View budget
Cash Register Report (Daily Summary)
Chart of accounts
Fiscal year
Import and export data
Opening balances
Purchases
Reports and monitoring
Reset password
Sales
Settings
- Settings overview
- Flare subscription
- Bank feed connection
- Chart of accounts
- Opening balances
- Tax settings
- Import
  - Import customers and vendors
- Sales & invoice settings
- Accept online payments
- User management (collaboration)
- Company settings
- Account settings
  - First name, last name
  - Change password
- Email Templates
Year-end procedures checklist

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