Your Cloudfloat dashboard is designed to give you a clear, real-time view of your business finances and make managing payments effortless. Here’s how to get started:
1. Login and Overview
After logging into your Cloudfloat app, the dashboard displays key insights at a glance:
Top-Up Wallet Balance: Know exactly how much you can spend or pay out.
Cashback Amount: Track the rewards you’ve earned on transactions.
Transaction History: View a full record of all payments, instalments, and received funds.
2. Explore the Main Navigation Tabs
On the left-hand side, you’ll see four main tabs that organize all your financial tools:
a. Pay
Create new payments to suppliers or vendors.
Schedule payments or set up instalments.
Track payment status and view past transactions.
b. Get Paid
Upload invoices and monitor approval status.
Track incoming payments to ensure timely cash flow.
Manage receivables efficiently in one place.
c. Customers
Manage all your suppliers, vendors, and business contacts.
Quickly add new contacts or update existing information.
Streamline payment workflows by keeping your contacts organised.
d. Reports
The Reports section lets you generate detailed financial reports for better insight and record-keeping. It includes:
Payment Requests Report
Track all payment requests, associated fees, and totals.
Click Generate to download the report.
Business Activity Statement (BAS)
View sales, purchases, and GST for a selected period.
Click Generate to produce the statement.
Reconciliation Report
Export all wallet activity to reconcile your accounts and books.
Click Generate to create the export.
3. Additional Features
Notifications & Alerts: Stay updated on pending payments or important account activity.
Quick Access Actions: From the dashboard, you can easily top up your wallet or start a new payment request.
Cloudfloat App - Home dashboard
Tips for Using Your Dashboard
Regularly check your wallet balance and transaction history to stay on top of cash flow.
Keep your customer contact list up to date for faster payments.
Use reports to analyse trends, reconcile your accounts, and ensure accurate record-keeping.