C
Cascade Finance OS
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Charges 2026 $0
EFT Total ֏0
EFT to GA's ֏0
TRANSFERS TO 4148 $0
Income $0
Commission ֏0
Finances
USD received → AMD converted → salaries & bills → balance
Display
Commission
Income Received
Salary
Bills
Column 1
Column 2
Column 3
Column 1
Column 2
Column 3
UEC Payments
# COMPANY NAME AGENT AL APD MTC GL
Hold & drag to scroll · Click to mark
# CRM · LOG
MCS-90 · MCP-65		 CLIENT AGENT MARKETING MARKETING 2 UNITS EFFECTIVE TYPE LINES PFA BF BOOKED NOTES
General Agencies
Finance Companies
Employee Roster Showing for
Charges
ACH · ZELLE · WIRE
CREDIT CARD
Balances
EFT
BIND
ENDORSEMENT
to
Add Type
⚙ Charge Settings Manage types, statuses & CHARGE REASONs used in Charges page
Bills List
Showing for — click + Add to include in that month
👥 User Management
At least 6 characters. Tell the person their password yourself.
Allowed Blocked
Toggle access to each office, then set what the user can do on each page. Turning View off hides the page entirely.
Confirmed Payments
Dashboard
🗑 Deleted Charges
🗑 Deleted EFTs
🗑 Deleted UEC Lines
B/E Type
📋
Add Closed Account
Fill in all required fields below
CRM Ready
Mark when entered in CRM system
LOG
Mark when logged
MCS-90
MCS-90 endorsement on file
MCP-65
MCP-65 endorsement on file
Add to Tax page ()?
Salary Assignment
Breakdown — USD
Breakdown for
Add Office
Marketing Persons
Add the names of your marketing team. These appear as a dropdown when adding commission entries.
📊 Import from Google Sheets
💡 In Google Sheets, select all your charge rows (including header), copy with Ctrl+C, then paste below.
Expected columns: # · Company Name · Charge Date · Amount · Balance · B/E · CHARGE EFFECTIVE DATE · Status
📋 Import Chase Transactions
💡 Go to Chase online banking → Activity, select your transactions, copy (Ctrl+C), then paste below.