Registration Before you can begin using CFOInsight, you will need to Register on our website.
Go to www.AskThisCFO.com Click on the Register button Registration is a simple 5 Step process
Step 1. Read and accept the Terms & Conditions of using CFOInsight
Step 2. Enter Contact Information
Step 3. Enter Company Information – Remember to request the number of licenses you require based on the companies you may want to administer.
Step 4 Enter Payment Information
Step 5. Upon approval by the Cloud Admin and an email will be sent to your registered email address. Once you click on the link contained with this email, your account will be activated.
Company Setup During the registration process CFO insight automatically creates a global or Parent Company for the user. In order to build a budget, one has to Setup a Budget or a Child Company.
Log in as the Client Admin. (The client Admin is the user who had initially registered the company and has administrative rights to the account).
Manage Companies Go to My Profile – Client Admin Select Admin > Manage Company
By default the Company that appears on the list is the one created during the registration process.
To create a New Company –
Select Admin > Manage Company > Add Select Edit if you want to update information on existing companies.