Cattle360

Getting Started 4

• Financial Dashboard Overview
• Navigating the Finance Workspace and Ledger
• Filtering by Date Range
• Understanding the Review Queue

Transactions 5

• How to Add a Transaction
• How to Edit a Transaction
• How to Delete a Transaction
• Understanding Transaction Types and Payment Methods
• Searching and Filtering Transactions

Receipts 5

• How to Add a Receipt
• Scanning and Extracting Receipt Data with AI
• Working with Receipt Line Items
• How to Attach a Receipt to a Transaction
• How to Detach a Receipt from a Transaction

Categories And Vendors 3

• Managing Financial Categories
• Using Subcategories to Organize Expenses
• Managing Vendors

Reports 3

• Viewing the Profit & Loss Report
• How to Read Your Profit & Loss Report
• Exporting Financial Data

Profitability 3

• Understanding Groups and Tags for Profitability
• Assigning Transactions to Groups and Tags
• Viewing the Profitability Report

Animal Sales 1

• How Animal Sale Tickets Appear in Financials