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Management Help

Tasks, daily checklist, finances, quotes and deliverables.

Step by step

How to create and track tasks in LUME HubAdd tasks from the side panel, complete them, filter by status and pillar, and track your points on the Tasks screen of the LUME Hub Management app.
How to use the Daily checklist with a task timer in LUME HubBuild your daily task checklist, time each task, log time manually, close the day with a productivity score and review the month in LUME Hub.
How to track income and expenses in LUME Hub FinanceRecord income and expenses in LUME Hub Finance, understand cash date vs. accrual month, tie each entry to a bank account and export to CSV, no spreadsheet.
How to import an OFX bank statement into LUME Hub FinanceImport your bank statement as OFX, CSV or PDF, review transactions by payee, teach categories once and confirm what goes into your cash book.
How to track accounts receivable and collect late payments in LUME HubSee what's due and what's overdue, record client payments, waive installments and send payment reminders through WhatsApp in LUME Hub Finance.
How to set up clients and recurring contracts in LUME Hub FinanceAdd clients and set up monthly, yearly, installment or one-time contracts so LUME Hub creates every charge for you, with no spreadsheet to update.
How to create a quote and send it to your client for online approvalBuild a quote from team hours, equipment and extras, see your markup and profit, and send a link your client can accept online, no PDF and no login.
Where to find your mentoring deliverables in LUME HubFind your business overview, full diagnosis, 90-day roadmap and pillar plans in LUME Hub, and learn what each status on the Deliverables screen means.

Troubleshooting

Bank statement import not working in LUME Hub Finance: causes and fixesThe real reasons an OFX, CSV or PDF bank statement won't import or doesn't show up in your LUME Hub cash book, from most to least common, and how to fix each.
Daily checklist timer won't start: why and how to fix itWhy the Daily checklist timer button is grayed out or shows an error in LUME Hub: a date other than today, another timer running, an archived task and more.

Learn the concepts

What is cash flow and how to track it for your small businessWhat cash flow means, how it differs from profit, what a cash flow forecast is, and how to track your business's cash flow in LUME Hub Finance.

Community questions

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