Do you keep my business financials on record?
No. We do not see or store your business financial records.
If using the desktop program, you will need to back up your data and email it to us to access.
Alternatively, if using the Cloud program, you may give our Engagement Team permission and allow us to login to access your files should you wish.
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Do you access my computer to see my software?
No. We do not access your computer. Our software uses your internet connection to communicate with our servers to validate your licence status. We keep our products continually updated and where a product is no longer licenced or supported our smart ...
Why should I back up my files?
Keeping your financials secure is critical to all business owners and is therefore very important to us. We trust that you are backing up your financial records to a USB or external hard drive. It is recommended that you backup your Cashflow Manager ...
How To Create A New Business File UK
Creating a new business file The program is designed to have a separate file for each business you operate. To create a new file, simply click on the [Create New Business File] option from the Start-up Options window. Please Note: Alternatively, you ...
How Do I Display Hidden Files and Folders?
Open File Explorer Go to [View] in the top left Tick [Hidden items] on the far right You will then be able to see the relevant data folders.
Password protect your Files
How do I create Passwords for my file? In Cashflow Manager you have the ability to set up a Password for each Section. You will need to start with an Administrator password. 1. Click on [File] 2. Click on [Password] 3. Click on [Admin] 4. Admin ...
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How Do I Update My Payment Details? UK
Need to change your credit card details? Log on to our shop and update your subscription so you don't lose access to Cashflow Manager. This takes about five minutes. If you already know your password for the shop, log in at this link my account: ...
How Do I Run Cashflow Manager on an Apple Mac? UK
Cashflow Manager is a Windows-based program. However, the MacBook, MacBook Pro, Mac Mini and the iMac computers have the capability of converting to the Windows PC platform via two methods. Option 1: Using software called “Boot Camp” which can be ...
How do I download and install the program from the website?
Visit the Australian or UK Downloads Centre and select the version you wish to install. If you already have a Cashflow Manager icon pinned to your desktop/taskbar, please remove it before downloading. 1. Click [Save] to save the downloaded file to a ...
How Do I Set Up The Inventory Section?
Inventory Items make it easy to prepare your invoices and provide you with management information to help run your business. Some features of the Inventory are only available in the Cashflow Manager GOLD edition. However, both versions of Cashflow ...
How do I set up Customers?
When you click on the (Invoice) Tab on the Dashboard, the (Customers) tab will appear. If you are in another Invoice section, click on the (Customers) tab to open it. This consists of: Customer List: The Customer List is the main window of the Sales ...