Frequesntly Asked Questions
Digital CashBook is a cloud-based financial record-keeping and accounting tool designed for businesses of all sizes. It allows you to track income, expenses, invoices, and cashbook entries in one place — accessible from anywhere, at any time.
No. Digital CashBook is strictly a record-keeping and accounting platform. It does not hold, move, or process any funds on your behalf. All financial figures are based solely on data you enter into the system.
Simply click Register on the homepage, fill in your business details, and create your account. Once registered, you can set up your cashbook, add staff, and start recording transactions immediately.
Yes. Depending on your subscription plan, you can invite sub-users and staff members to your account with different access levels. You remain fully responsible for all activity carried out under your account by any user you authorize.
We take data security seriously. Your data is stored securely and is only accessible to you and any users you authorize. We do not share your financial records with third parties. Please review our Privacy Policy for full details.
Yes. You can export your cashbook records, invoices, and reports at any time from within your account. We strongly recommend keeping regular exports as backups of your financial data.
No. Reports and summaries generated by Digital CashBook are for internal management and reference purposes only. They are based entirely on the data you input and have not been independently audited or verified. You should consult a qualified accountant or auditor for official financial statements.
We offer a range of plans to suit different business sizes and needs. Plan details, pricing, and features are displayed on the platform. You can upgrade or change your plan at any time from your account settings.
If you cancel your subscription or your plan expires, your data is retained for a limited grace period during which you can export it. After that period, your data may be permanently deleted. We strongly recommend exporting all your records before cancelling.
After logging in, navigate to your Cashbook from the dashboard. You can add new entries by selecting the transaction type (income or expense), entering the amount, date, description, and any relevant reference. The cashbook automatically updates your running balance.
Yes. Digital CashBook includes an invoicing feature that allows you to create, send, and track invoices for your clients. You can monitor which invoices are paid, pending, or overdue directly from your dashboard.
You can edit or delete any entry you have recorded. Navigate to the relevant section of the cashbook, locate the entry, and use the edit or delete option. It is good practice to review your records regularly to ensure accuracy.
On the login page, click Forgot Password and enter your registered email address. You will receive a password reset link. If you do not receive the email, please check your spam folder or contact support.
You can reach our support team via the Contact page on the website or by emailing us directly. We aim to respond to all enquiries within one business day.