Using Flare (A-Z)
Welcome to the Flare alphabetical user guide.
Adjustments
Bank reconciliation
Bank transactions
- Create bank accounts / financial accounts
- Import bank transactions
- View imported bank transactions
- Search transactions
- Delete imported bank transactions
- Create deposits
Budgeting
Cash Register
Import and export data
- What can you import or export in Flare?
- Export invoices
- Export customer payments
- Export estimates
- Export customer credit notes
- Export bills
Purchases
- Add vendor, edit vendor, delete vendor
- View a vendor's transaction history
- View vendors, search vendors, email vendor
- Record a bill
- View bills, edit bills, delete bills
- Search for bills
Reports and monitoring
- List of reports and overview
- Receivables aging report
- Payables aging report
- Bank reconciliation summary
- Income statement
- Cash flow statement
Sales
- Add customer, edit customer, delete customer
- View a customer's transaction history
- View customers, search customers, email a customer
- Customer portal
- Create estimate, edit estimate, delete estimate
- View estimates, search estimates
Settings
- Settings overview
- Flare subscriptions
- Banks - set up bank feeds for auto-download of transactions file
- Chart of accounts overview
- Activate accounts in chart of accounts
- Add accounts or account groups to chart of accounts
