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.cashsheets.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.
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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