Caisse4All

Getting started

This page is machine-translated from French. The region determines the payment methods and currency described in this documentation.

Received a code? See the accounts of your fund or a fundraiser, read-only, without installing the app.

entreprise

View the accounts

Five common journeys, from first launch to viewing accounts without the app. Allow less than ten minutes to create a fund and invite your first member.

#1. Create your first fund

1. Install the app from the Google Play Store and create your account with your phone number.
2. On the home screen, tap "New fund".
3. Give it a name, choose its type and check the suggested currency (EUR).
4. Enter the group's payment details, so that members know where to send their contribution.
5. If the group pays a fixed amount, enter it: monthly tracking of late payments then switches on automatically.

#2. Invite the members

1. Open the fund, then the Members tab.
2. Tap the add button: a group code appears.
3. Share this code on WhatsApp; it stays valid for several people.
4. For someone without a smartphone, use “Add an off-app member”: only their name is needed. If you enter their phone number, check the country code on the flag: their history will join them the day they create their account with that number and join the fund with the code.

#3. Record a first contribution

1. Open the Contributions tab and tap the add button.
2. Enter the amount, then choose the payment method from cash, SEPA transfer or PayPal.
3. For a payment by SEPA transfer or PayPal, enter the reference given by the provider and attach proof if you have any.
4. Confirm. A treasurer then approves the contribution, and the fund's balance goes up.
5. If the group pays in at regular intervals, set the start of the dues schedule in the fund settings, and its end if you know it: the tracking and the reminders will keep to it.

#4. Start a fundraiser

1. From the Fundraisers tab, tap "New fundraiser".
2. Set the target amount and the end date.
3. Enter at least one payment detail and your WhatsApp contact as organiser.
4. Share the fundraiser on WhatsApp: each contributor decides for themselves whether to appear publicly or stay anonymous.
5. Once the target is reached or the date has passed, close the fundraiser. It stays viewable, but accepts nothing further.

#5. Let people view the accounts without the app

1. Open the fund menu and choose "Share the statements".
2. Send the link you get, for example on WhatsApp. It contains the fund's secret code.
3. The recipient can also enter that code directly on this site, from the "Look up a fund" page, without needing the link.
4. If names are hidden, give each member their personal code: they will then see the detail of their own situation.
5. If the link leaks, regenerate the secret code: the old link stops working immediately.

#Getting help

To get a problem handled quickly, tell us which screen was involved, what you expected compared with what happened, the steps to reproduce it, your phone model and the app version. A screenshot helps a lot.