Pulse

Cash Flow

How do I delete an income or expense item?

Click on the income or expense item that you want to delete from one of the cash flow views. On the item show page there will be on a “delete this item” this item at the bottom of the page.

How do I add a project as an income or expense item?

From the "Add income/expense" page instead of entering a title, click on the "Select a project" link. The drop-down box that appears will list out all of your projects organized by company. You must first have projects set up in order to add them as income.

What happened to the "income potential" feature?

In May 2009, we removed the “income potential” feature because of inherent usability problems. All income with a potential less than 100% was given an "inactive" status in your cash flow. You can activate them by editing the entry and selecting the "active item" checkbox.

What is a repeating income or expense item?

When you create a line item for an income or expense item, you have the option to set whether this line will repeat in the future. You can repeat a line item every day, week, month or year.

What does it mean to have an item that is inactive?

Inactive income or expense items do not figure into your cash flow. This allows you to still keep track of an undecided item in your account. Make a income or expense item active by going to the edit screen and selecting the “Active item” checkbox.

How can I view past or future months not listed on the cash flow page?

The arrow on the left side of the month row will take you one month in the past, and the arrow on the right will take you one month in the future. To jump back to the current month, just click on the "current month" that appears next to the date range.
Tip: Use the URL structure to jump to a specific month. The URL will look something like this http://yourdomain.pulseapp.com/worksheet/2007/11. The "2007" signifies the year and the "11" signifies the month. Viewing that link above will star the cash flow chart on November 11, 2007.

How do I set up income and expense categories?

Click on "Settings" tab to set up income and expenses categories. Using categories is a helpful way to organize your items.

How can I give an initial starting amount to my cash flow forecast?

Click on "Settings" tab and scroll to the “General settings” section on the right to enter a staring amount. This amount will accommodate for any previous income not directly entered as an income item.

Can I change the number of months is displays on the month cash flow view?

Yes, on the “Settings” tab you can change the number of months displayed on the month view from 8 to 24 months.

Can I export my cash flow?

Yes, just click on the “Export” link on the “Cash Flow” tab. Currently, the only option is to export your data as a CSV file. The CSV (comma-separated variables) file format is a file type that stores tabular data that can be opened in financial and spreadsheet applications.

Can I clear my cash flow and start over?

Yes, just click on the Account tab and scroll to the section that says “Need to clear your cash flow?”. From there you can go to a page that allows you to remove all income and/or expenses. Only the Account Owner can clear the cash flow.

What are the checkboxes next to income/expense items on the month view for?

The checkboxes on the month cash flow view correspond to whether that item is active or inactive. This allows you to quickly turn items on and off for cash flow purposes.

Can I adjust a previous payment or deposit related to an income or expense item?

Adjusting a previous payment is easy. Just go to the income or expense item and find the line item that you want to adjust. Click on the “Adjust payment” link to enter in a different figure for that item.

Companies

How can I import my companies and projects from Basecamp?

From the "Companies" page, click on the "Import from Basecamp" link. The following page will allow you to enter your Basecamp information in order to import your companies and projects.

What if I use OpenID for my Basecamp account and don't have a username/password?

If you use OpenID, Basecamp provides a "special username/password" that you can use with third party applications like Pulse. In order to retrieve this username and password, click on the "My Info" link in the top right hand corner of your Basecamp account. From there, click on the "Reveal my special username/password" link next to your login information.

How can I add a project to a company?

From the "Companies" page click on the company that you'd like to add a project to. The following page will allow you to add/edit projects related to that company.

How do I edit or delete a company?

From the "Companies" page click on the company that you'd like to edit or delete. The following page contains an "Edit company" and delete icon near the top right hand.

Users

How do I add a user to my account?

Just go to the "Users" tab to set up accounts for other users. From the "Users" page you can add and edit user's information.

What does an Admin user mean?

An Admin users has unrestricted access to your account except for the “Account” tab.

What does a Read-only user mean?

A Read-only user can only view the Cash Flow and Reports tab. This user cannot add income, expenses, companies or projects.

Account

What is the Account Owner?

The Account Owner is the person who originally created the account and is the only one who has access to the “Account” page. The account owner is the only person who can up/downgrade plans, change credit card billing information, clear the cash flow and cancel the account.
To change the account owner, go to the Account page under the “Account Owner” section and choose the new user from the dropdown list.

How do we update or change our credit card?

Go to the “Account” and click on the “Update credit card / billing information” link beneath the subscription plans chart. From there you can update or change your billing information.

How do we upgrade or downgrade?

Go to the “Account” tab and scroll to the subscription plans chart. From there you can choose to upgrade or downgrade your plan. You can only downgrade to a plan if you plan meets the limits of the lower plan. If you have too much file storage or users, you will need to delete the files and/or appropriate number of users.

How does the 30-day free trial work?

You can use Pulse absolutely free for 30 days, after which point the credit card you sign up with will be charged. If you choose to cancel your account during the 30 days, you will not be charged.

Do I get a 30-day free trial if I upgrade later on?

New accounts are the only ones eligible for 30-day free trials. If you want to upgrade your account later on, your account will be billed on the date of your next billing cycle.

What is SSL and will it keep my communications absolutely secure?

An SSL certificate is a digital certificate that authenticates the identity of a Web site and encrypts information sent to the server using Secure Sockets Layer (SSL) technology. Encryption is the process of scrambling data into an undecipherable format that can only be returned to a readable format with the proper decryption key. All this means, that your data will be safe and secure when transmitting date through Pulse. All Pulse plans have SSL security available. You must turn the SSL on by going to the “Account” page and scroll to the section that says “Enhanced SSL Security”.

What happens if we upgrade, downgrade, or cancel in the middle of a billing cycle?

If you upgrade or downgrade you'll be charged the new rate for your new plan starting on your next billing cycle. If you cancel you'll be cancelled immediately and you won't be charged again.

How do I cancel my account?

The account owner is the only person who can cancel the account. To cancel, go to the "Account" page and scroll down to the area that says "Account cancellation". Note: There is no undo for cancellation. Upon cancelling your account, all of your information will immediately and permanently be deleted.

General

Is our data backed up, secure and confidential?

Yes. Our redundant, state-of-the-art infrastructure is professionally managed and secure. All data is locally backed up at our data center, as well as nightly offsite backups. All data is confidential. Please view our privacy policy for more information.

Can we install Pulse on our own server?

We don’t offer an installable version of Pulse as it is a hosted application. We maintain the servers, the security, all the updates and improvements so you don’t have to worry about anything.

Does Pulse handle multiple currencies?

At this time, Pulse is currency independent, meaning we just show the numbers. This works good for people that deal with just one currency, however not so well for people that deal with several different currencies. We are considering adding multi-currency support in a future update.