Getting Started

Overview: How Pulse Works

READ THIS FIRST!

Glossary

Definitions of terms used in Pulse and throughout this documentation.

Setting up Financial Accounts

Financial Accounts group your income and expenses so you can track and report your cash flow.

Define Income and Expense categories

Set up Companies

Adding Income and Expenses

Reports Walkthrough

Once you’ve entered income and expenses to your financial accounts, Reports will show you your cash flow over a long period of time. This will give you valuable insight into the life of your business.

Pulse Overview Video

A demo of how Pulse works

How to set user roles in Pulse

User permissions and how to set them

How to set up currencies in Pulse