See below for a Training Guide for the Accounting Team:

1. Logging In

Logging into Inn-Flow and Page Navigation outlines how to log into the site and an initial overview of the page layout.

2. Accounts Payable

Invoice Inbox will show how to enter invoices and other features available in this page. 

How do I enter an invoice? explains quickly how to enter an invoice in the Invoice Inbox.

Invoice Approval outlines the Invoice Approval process in order to post the invoices to the general ledger.

Payments explains how to process and post payments - whether you're cutting checks, processing Manual ACHs.

3. Accounts and Register

Accounts is a page that shows the Inn-Flow Bank Balance as well as your Bank Balance if the bank account is synced. Its a single location to see all of your bank balances in one place.

Register is similar to a shows the recent activity posted to the account. This is where you can enter new Deposits or Withdrawals that haven't been posted yet.


4. Daily Activity

Daily Activity is where the night audit information populates. Depending on the PMS, the reports and codes will differ. This article outlines the daily activity page as well as other pages involved in the setup and design of the pages.

5. Search

Search If you're wondering if an invoice was paid, was it entered, or the status of it, the Search page is the best place to go.

7. Reports

Reports is where you can find all Accounting Reports - Balance Sheet, Check Register, Daily Activity Reports, Operating Statement (the Profit & Loss Statement), etc.

8. Payroll Import

Payroll Import is a main piece of the puzzle for Accounting where the gross wages are expensed.

9. Budgets - There are three types of budget options available within Inn-Flow.

Operational Budgets – Typical Accounting Budget with a pdf file that also shows you step by step on how to create and copy budgets.


Project Budgets – Construction tracking for events like a new build, renovation, or other major construction project.


Capital Budgets – This is budgeting for the balance sheet, which then builds into the Cash Flow Report.