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Cashbook Software Features

Track all the money going in and coming out of your business.

No financial experience required

The Cashbook app is so easy to use because it is designed for the average business owner rather than someone adept at finances. It includes everything you need to run the finances of your business and file annual tax returns, but without overwhelming you with features that you won’t ever need or use.

Track income and expenses

The two most important aspects of financial management are income and expenditure and the Cashflow app is designed to keep track of these. The app has been designed with the needs of small traders that run a primarily cash-based business in mind.

Easily enter and manage transactions

Within minutes of using the Cashbook app you will understand how easy it is to start posting your transactions and building a permanent record of your finances. You can even edit anything you enter so even if you post something by mistake it is simple to fix.

Better contact management

All your customer and supplier details will be stored on the system conveniently in one place, making the Cashbook app very useful for managing your contacts as well as managing your finances.

Get detailed figures

You can choose to look as closely at or as little at your financial statistics as you please. If you only ever want to get a brief overview of your finances in a graphical format then you have that option too.

Print or email invoices

After you finish customsing your invoices to a style that suits you, it is then possible to send them out to customers by printing them out. All our invoice designs are totally print-friendly so they will look correct no matter whether they are printed out at their end or by you.

Manage banking and cash easily

You can add multiple bank accounts to the system and build a complete record of all the cash that goes in and comes out of your business, allowing for greater financial accuracy and fiscal control. You will be able to immediately see how much money your business has to hand at any one time.

Better cashflow management

Keeping a simple record of all your bank activity and cash deposits allows you to easily view outstanding payments and understand the impact they are having on your financial performance, allowing you to make better decisions about where your cash goes.

Sales Tax Return Tool

It’s important that your business does not fall foul of taxation laws. The Cashbook app will automatically calculate how much tax your business has got to pay, so you won’t even have to get the calculator out!

Clear graphical overview

You will immediately be able to evaluate the performance of your business as soon as you login just by looking at the graph that appears on the front page of the app. The graphical display of data is one of the best ways of highlighting the performance of your company over a given period.

Custom sales and expense types

You will start off with pre-fixed sales and expense types but may add additional categories as and when your business requires them.

Automatic 30-day cashflow summary

Get the best possible overview of the past 30 days of your business trading simply by logging in to the app and viewing the graph that appears. This helps to proactively discover and eliminate problems as soon as they start to occur rather than waiting for them to develop any further.

Check your performance

The data generated by the Cashbook App is helpful for monitoring your business performance. All the information you require is easily accessible so you can work out your profit and loss within seconds.

No usage limits

No matter how many transactions you make during a calendar month it won’t cost you any extra. We don’t want to punish our users for having a successful business. We don't put a limit on business, making our app equally suitable for sole traders or large multinationals.

Data safely secured

Thanks to cloud technology all your data is kept in a highly secure environment, continuously backed up and stored behind advanced firewalls so it will still be available even if something happens to your personal computer.

Fully integrated solution

Our Cashbook app works with all our other software too, meaning you can invoice your customers directly or set reminders to chase up payments on your Cloud Calendar. You also get all the usual benefits that come from using any Cloud system, such as secure data backup and always-on access from anywhere.

24/7 Support

If you get stuck we are here to help. We are always open for business - whatever timezone your business is in - so send our friendly support team a message and find out how we can help. You can also look on our forums or at one of our numerous help videos to see if your query is answered there.

Some WinWeb products, services, features may not be available in all territories, availability and features of products, services may change without notice. Compatible hardware and internet connection may be required for some WinWeb products and services.

Terms and Conditions apply, go to https://www.winweb.com/legal-information/ for more information. Prices exclude any form of applicable sales tax, i.e. GST and VAT - and special conditions may apply, i.e. per user per month, one off pricing, etc. All rights are reserved. E&OE.