Help Center
Help Center
Find answers about setting up and using Volo Cash for your organization.
Admins
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
Turning on the Books beta and the workflow changes that come with it.Importing past data
Bringing in past deposits, expenses, transfers, and categories from another bookkeeping system.Reading the Books register
Non-obvious behavior of the register: when the Balance column appears, what the '—' means, and how filters affect what you see.Recording a deposit
Non-obvious behavior of the deposit form: how the total is derived, when the category list refreshes, and how to allocate across multiple categories.Import and export with CSV
The shared CSV format used by the Books register export, the Generic CSV importer, and the downloadable template — column reference, examples, and the round-trip caveat.Journal entries
When to pick Simple vs Detailed, the credit/debit quick reference for non-accountants, and an NSF example.Signers
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