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Slide Topics

Slide Topics

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Article Match an Alert to a Supplier

Tap any amount outstanding in the Regular Payment, Card Spend and unknown, grab and slide it to the relevant Supplier column.The same principal applies for Alerts In and Customers.Tip: You only have to slide it to the correct Supplier; Slide will move the Alert to the date that the Alert was debited...

Basic functions of SlideBy

Article Create a New Heading

Tap the option on the bottom left of the screen. A new column will appear on the left - hand side, enter the details, tap Enter or Done on the keyboard to save.    

Basic functions of SlideBy

Article Create a Supplier

Tap the dots next to a Heading for a new Supplier or next to Incoming for a new Customer. Tap the + icon to open a new Supplier card. Enter the Name and and any other details, then tap save.  

Basic functions of SlideBy

Article Input an Estimate

Tap the cell on the Supplier or Customer column with today's or any future date. Tap New Estimate, enter the mandatory fields and tap Save.    

Basic functions of SlideBy
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    Company No: Registered in England: 3781239 | ISO: 590901 | FCA: FRN 805666 SlideBy is owned and operated by Cashfac PLC. Cashfac PLC is a registered AIS (Account Information Service) and PIS (Payment Initiation Service) provider, reference no. FRN 805666 at fca.org.uk/register. Cashfac PLC is authorised and regulated by the Financial Conduct Authority.