Setup guides
Start here if you're a new admin standing up your silo.
Your silo, explained
What gets provisioned for your tenant, how to use accounts.cashsheet.com vs your silo subdomain, and how multi-facility tenants work.
Adding and managing users
Invite users to your silo, the first-login SSO flow, username-or-email sign-in, removing users, and multi-facility access.
Roles and permissions
The two-layer permission model, the canonical Viewer/Manager/Admin groups for Accounting and Production Planning, and how to assign them.
CashSheet Workbooks
The spreadsheet-database for cash management at app.cashsheet.com.
Getting started with Workbooks
The spreadsheet-database at app.cashsheet.com — workspaces, workbooks, worksheets, templates, and a tour of the grid.
Column types and formulas
All 13 typed columns, exact currency handling, relations, lookups, rollups, and the formula language.
Views, filters, and grouping
Multi-criteria filters, sorting, row grouping with live summaries, saved views, public links, and forms.
Dashboards
Metrics, bar, pie, and line charts over live worksheet data, with read-only public sharing.
Comments, mentions, and notifications
Realtime editing, row comments, @mentions, the live notification bell, and attachments.
Automations
Trigger on row changes or a schedule; update cells, create rows, call webhooks; read the run log.
Import, export, and the API
CSV in and out, API tokens with scopes and rate limits, and the realtime WebSocket.
Plans and limits
Free, Standard, Premium, and Enterprise — what each includes, checking usage, and what happens at a limit.
By topic
Documentation for each module of CashSheet.
Getting Started
Set up your account, chart of accounts, and first transactions.
Financial Accounting
Journal entries, ledgers, reconciliation, and financial statements.
Inventory & POS
Stock management, purchase orders, point of sale, and reports.
Production Planning
CutSheet setup, yield matrices, LP configuration, and ATP.
Billing & Account
Plans, invoices, payment methods, and account settings.
API & Integrations
REST API reference, webhooks, and third-party connections.
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