Step-by-step chapters for everyday tasks in Flow Ledger — requesting payments, recording disbursements, retiring expenses, counting cash, configuring approval workflows, and reading reports. Each chapter stands on its own, so you can jump straight to what you need.
Chapter 1
Signing in for the first time, how your organization is set up, and finding your way around Flow Ledger.
Read chapter →Chapter 2
Setting up your branch hierarchy, levels, departments, positions, and staff records.
Read chapter →Chapter 3
Requesting an advance or an expense reimbursement, submitting for approval, and disbursing an approved request.
Read chapter →Chapter 4
Accounting for a disbursed advance — recording what was actually spent, and settling the difference.
Read chapter →Chapter 5
Configuring approval chains for payment requests and retirements, and reviewing requests as an approver.
Read chapter →Chapter 6
Tracking branch cash balances in the Cashbook, reconciling physical cash with Cash Count, and setting low-balance alerts.
Read chapter →Chapter 7
Setting up the cost codes used to classify spend, and the currencies and denominations used across the system.
Read chapter →Chapter 8
Creating roles, assigning permissions, and understanding how branch access and the permission escalation guard work.
Read chapter →Chapter 9
The full list of reports available in Flow Ledger, grouped by what they're for, and how to export them.
Read chapter →Chapter 10
Branding, request defaults, retirement reminders, single sign-on, and the activity log.
Read chapter →Chapter 11
Common issues with requests, disbursements, and approvals — and how to reach support when you're stuck.
Read chapter →