A SIMPLE WAY TO GET STARTED

From the first book to a clearer day.

Start with the way your business already works. Build a straightforward record-keeping routine around it.

01

Start with your business.

Sign in, set up your business and choose its currency. Keep the business you are working in clear before adding records.

  • Use a separate business for separate business records.
  • Choose the currency you use for that business.
  • Connect to the internet for initial setup and sign-in.
02

Give every record a place.

Create a book for a purpose, such as shop cash or bank records. Add people when you need to keep customer or supplier transactions together.

  • Use a clear book name that you can recognize later.
  • Keep different activities in separate books when useful.
  • Review a person’s details before attaching their records.
03

Record the everyday movement.

Choose the appropriate transaction type, enter the amount and add the details you will need later. Check actual cash movement separately from credit.

  • Record the amount, date and payment method accurately.
  • Add a short note for context.
  • Review the book and person before saving.
04

Review, follow up and share.

Look through your books, search for a transaction and follow up on pending work. Export a report when you need a shareable record.

  • Review the date range and filters before exporting.
  • Reconnect to sync saved changes.
  • Invite team members with the appropriate available role.
A connection is needed for online services.

Offline access covers records already saved on your phone and supported local writes after setup. Signing in, inviting members and cloud services need internet. Read the offline guide

CASHKITAB · BY BYTEFLARES

Your next business day.
A little more organized.

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