How to view a list of transactions in cashflow
Learn how to view a list of transactions from the calendar in Bookipi Invoice mobile app's Cash flow feature.
Please note: The cashflow feature is currently only available for users who are in the AU and US.
Step 1: Tap 'More'
Click on the '...' icon located in the bottom right corner.
Step 2: Tap 'Cash flow'
In the Others section, choose 'Cash flow'
Step 4: Tap 'Transactions'
Navigate to the 'Transactions' tab. This will display your current month's Income and Expenses.
Step 3: Click on the date of the transaction.
To access further details about a particular transaction, click on the date linked to it.
This will take you to the corresponding entry in the Transactions list for that specific date.
Example: On the 16th of August, you paid $350 for Office expenses and a $5 meal.
More user guides for Bookipi Invoice mobile app & our cash flow feature