Help Center
Help Center
Find answers about setting up and using Volo Cash for your organization.
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Getting Started: Setting Up Your Organization
Create your organization and configure the basics to get up and running.Managing Roles and Permissions
Add team members and control who can do what in your organization.Setting Up Your Signing Workflow
Configure who approves expenses and in what order.Fiscal Year Transition
What to do when your organization's fiscal year rolls over.Organization Settings
A complete guide to every setting available for your organization.Signing In Without a Google Email
How to create a Google login using a non-Google email address.Submitters
How to Submit a Reimbursement Request
Walk through submitting an expense reimbursement step by step.Reimbursement vs Invoice / Payment Authorization
Understand the difference between the two expense types.Tracking Your Submission
Check the status of your reimbursement request at any time.Receipt Requirements and File Types
What receipts to include and which file formats are supported.How to Save a File as PDF
Save a webpage or document as a PDF to attach as a receipt.Treasurers / Bookkeepers
Setting Up Your Budget
Import or create budget line items and organize them into groups.Processing Expenses: Marking Paid and Recorded
How to process approved expenses through payment and recording.Exports and Reports
Export expense data and signed documents for your records.Managing Payees and W-9 Collection
Track vendors, collect W-9 forms, and manage 1099 reporting.Budget Items
A guide to every field when creating or editing a budget item.Getting started with Books
Turn on the Books beta and learn how it changes your expense workflow.Importing past data
Bring in past deposits, expenses, and categories from another bookkeeping system.Reading the Books register
Understand the register: the running balance and how filters change what you see.Recording a deposit
Record money coming in and split it across one or more budget categories.Import and export with CSV
Move your books in and out of a spreadsheet, with a reference for what each column means.Journal entries
Record bank fees, interest, transfers between accounts, and category corrections.Is my bank connection safe?
How Volo Cash connects to your bank through Plaid without ever seeing your login or storing sensitive data.Reconciling an account
Match your books to a bank statement and lock the period with a signed reconciliation.Treasurer's Report and Budget Report
Generate the Treasurer's Report and a budget-versus-actual report for your meetings and filings.Using the bank feed
Connect a bank, review transactions as they come in, and keep the feed running when treasurers change.Financial accounts
Add and organize the bank, cash, asset, and liability accounts your books are built on.Signers
Can't find what you're looking for?
Email us at contact@volocash.com
and we'll be happy to help.